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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 | $26,349 | $58,627-55.1% | $76,735-65.7% | $82,448-68.0% |
| Participation rate | 65.4% | 63.2%+2.2pp | 69.5%-4.1pp | 68.1%-2.7pp |
| Annual return | 22.45% | 39.10%-16.7pp | 29.77%-7.3pp | 41.64%-19.2pp |
| Employer contribution / active EE | $1,443 | $1,729-16.6% | $2,454-41.2% | $2,551-43.4% |
| Participant deferral / active EE | $3,233 | $3,134+3.2% | $4,088-20.9% | $4,139-21.9% |
| Admin fee / account holder | $6,105 | $5,323+14.7% | $7,189-15.1% | $7,234-15.6% |