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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 | $32,191 | $67,606-52.4% | $82,313-60.9% | $70,131-54.1% |
| Participation rate | 68.6% | 72.8%-4.1pp | 76.9%-8.3pp | 69.5%-0.9pp |
| Annual return | 24.03% | 21.57%+2.5pp | 25.88%-1.9pp | 73.14%-49.1pp |
| Employer contribution / active EE | $1,444 | $1,755-17.7% | $2,428-40.5% | $2,342-38.4% |
| Participant deferral / active EE | $2,363 | $2,987-20.9% | $3,706-36.3% | $3,332-29.1% |
| Admin fee / account holder | $314 | $4,512-93.0% | $5,608-94.4% | $4,645-93.2% |