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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 | $32,161 | $72,486-55.6% | $87,103-63.1% | $72,976-55.9% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.9%-10.2pp | 69.5%-2.8pp |
| Annual return | 16.33% | 24.46%-8.1pp | 28.19%-11.9pp | 81.02%-64.7pp |
| Employer contribution / active EE | $2,240 | $1,894+18.3% | $2,521-11.2% | $2,440-8.2% |
| Participant deferral / active EE | $2,992 | $3,270-8.5% | $4,049-26.1% | $3,608-17.1% |
| Admin fee / account holder | $1,131 | $5,055-77.6% | $7,491-84.9% | $5,124-77.9% |