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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 | $29,426 | $67,602-56.5% | $82,312-64.3% | $70,126-58.0% |
| Participation rate | 59.3% | 72.8%-13.5pp | 76.9%-17.6pp | 69.5%-10.3pp |
| Annual return | 18.34% | 21.57%-3.2pp | 25.88%-7.5pp | 73.15%-54.8pp |
| Employer contribution / active EE | $1,145 | $1,755-34.7% | $2,428-52.8% | $2,343-51.1% |
| Participant deferral / active EE | $3,232 | $2,987+8.2% | $3,706-12.8% | $3,332-3.0% |
| Admin fee / account holder | $726 | $4,512-83.9% | $5,608-87.1% | $4,645-84.4% |