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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 | $23,897 | $52,580-54.6% | $71,671-66.7% | $70,126-65.9% |
| Participation rate | 44.9% | 60.9%-16.0pp | 68.7%-23.8pp | 69.5%-24.6pp |
| Annual return | 21.07% | 20.25%+0.8pp | 20.65%+0.4pp | 73.15%-52.1pp |
| Employer contribution / active EE | $1,637 | $1,616+1.3% | $2,460-33.4% | $2,343-30.1% |
| Participant deferral / active EE | $3,437 | $2,386+44.0% | $3,4380% | $3,332+3.1% |
| Admin fee / account holder | $1,797 | $3,653-50.8% | $5,558-67.7% | $4,645-61.3% |