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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 | $74,535-45.6% | $100,712-59.8% | $82,637-51.0% |
| Participation rate | 66.3% | 61.2%+5.1pp | 69.3%-3.0pp | 68.1%-1.7pp |
| Annual return | 18.55% | 18.92%-0.4pp | 33.27%-14.7pp | 53.51%-35.0pp |
| Employer contribution / active EE | $977 | $1,503-35.0% | $2,313-57.8% | $2,552-61.7% |
| Participant deferral / active EE | $3,905 | $3,074+27.0% | $4,085-4.4% | $4,126-5.4% |
| Admin fee / account holder | $2,887 | $6,576-56.1% | $9,256-68.8% | $7,339-60.7% |