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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 | $47,737 | $58,512-18.4% | $84,020-43.2% | $72,983-34.6% |
| Participation rate | 66.7% | 61.2%+5.4pp | 69.0%-2.3pp | 69.5%-2.8pp |
| Annual return | 20.83% | 28.93%-8.1pp | 71.31%-50.5pp | 81.01%-60.2pp |
| Employer contribution / active EE | $1,230 | $1,163+5.8% | $1,984-38.0% | $2,440-49.6% |
| Participant deferral / active EE | $3,102 | $2,394+29.6% | $3,239-4.2% | $3,608-14.0% |
| Admin fee / account holder | $3,874 | $4,569-15.2% | $6,101-36.5% | $5,124-24.4% |