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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 | $31,287 | $52,580-40.5% | $71,671-56.3% | $70,126-55.4% |
| Participation rate | 64.1% | 60.9%+3.2pp | 68.7%-4.6pp | 69.5%-5.4pp |
| Annual return | 20.50% | 20.25%+0.3pp | 20.65%-0.1pp | 73.15%-52.6pp |
| Employer contribution / active EE | $926 | $1,616-42.7% | $2,460-62.3% | $2,343-60.5% |
| Participant deferral / active EE | $1,579 | $2,386-33.8% | $3,438-54.1% | $3,332-52.6% |
| Admin fee / account holder | $1,345 | $3,653-63.2% | $5,558-75.8% | $4,645-71.1% |