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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 | $40,529 | $73,787-45.1% | $98,716-58.9% | $82,448-50.8% |
| Participation rate | 66.3% | 61.4%+4.9pp | 69.3%-3.0pp | 68.1%-1.8pp |
| Annual return | 18.55% | 18.57%0pp | 31.81%-13.3pp | 41.64%-23.1pp |
| Employer contribution / active EE | $977 | $1,511-35.4% | $2,279-57.1% | $2,551-61.7% |
| Participant deferral / active EE | $3,905 | $3,081+26.7% | $4,048-3.5% | $4,139-5.7% |
| Admin fee / account holder | $2,887 | $6,500-55.6% | $8,703-66.8% | $7,234-60.1% |