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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 | $44,327 | $67,411-34.2% | $91,004-51.3% | $70,124-36.8% |
| Participation rate | 69.0% | 71.4%-2.4pp | 75.6%-6.6pp | 69.5%-0.6pp |
| Annual return | 17.93% | -40.16%+58.1pp | 4.60%+13.3pp | 73.14%-55.2pp |
| Employer contribution / active EE | $1,474 | $1,786-17.5% | $2,456-40.0% | $2,342-37.1% |
| Participant deferral / active EE | $2,273 | $2,823-19.5% | $3,548-35.9% | $3,332-31.8% |
| Admin fee / account holder | $613 | $4,236-85.5% | $5,417-88.7% | $4,645-86.8% |