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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 | $28,144 | $60,349-53.4% | $74,184-62.1% | $62,881-55.2% |
| Participation rate | 67.4% | 72.7%-5.3pp | 76.6%-9.2pp | 69.3%-1.9pp |
| Annual return | 19.35% | 21.38%-2.0pp | 17.74%+1.6pp | 20.14%-0.8pp |
| Employer contribution / active EE | $1,168 | $1,680-30.5% | $2,370-50.7% | $2,281-48.8% |
| Participant deferral / active EE | $3,223 | $2,856+12.9% | $3,550-9.2% | $3,203+0.6% |
| Admin fee / account holder | $595 | $4,261-86.0% | $5,586-89.4% | $4,296-86.2% |