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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 | $38,365 | $52,580-27.0% | $71,671-46.5% | $70,126-45.3% |
| Participation rate | 69.0% | 60.9%+8.2pp | 68.7%+0.3pp | 69.5%-0.5pp |
| Annual return | 19.87% | 20.25%-0.4pp | 20.65%-0.8pp | 73.15%-53.3pp |
| Employer contribution / active EE | $459 | $1,616-71.6% | $2,460-81.4% | $2,343-80.4% |
| Participant deferral / active EE | $1,499 | $2,386-37.2% | $3,438-56.4% | $3,332-55.0% |
| Admin fee / account holder | $495 | $3,653-86.4% | $5,558-91.1% | $4,645-89.3% |