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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,913 | $58,512-30.1% | $84,020-51.3% | $72,983-43.9% |
| Participation rate | 62.8% | 61.2%+1.6pp | 69.0%-6.2pp | 69.5%-6.7pp |
| Annual return | 22.54% | 28.93%-6.4pp | 71.31%-48.8pp | 81.01%-58.5pp |
| Employer contribution / active EE | $1,457 | $1,163+25.2% | $1,984-26.6% | $2,440-40.3% |
| Participant deferral / active EE | $3,103 | $2,394+29.6% | $3,239-4.2% | $3,608-14.0% |
| Admin fee / account holder | $3,973 | $4,569-13.0% | $6,101-34.9% | $5,124-22.5% |