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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 | $32,660 | $58,493-44.2% | $84,021-61.1% | $72,975-55.2% |
| Participation rate | 68.8% | 61.2%+7.5pp | 69.0%-0.3pp | 69.5%-0.7pp |
| Annual return | 24.55% | 28.93%-4.4pp | 71.32%-46.8pp | 81.01%-56.5pp |
| Employer contribution / active EE | $1,398 | $1,163+20.2% | $1,984-29.5% | $2,440-42.7% |
| Participant deferral / active EE | $2,493 | $2,394+4.1% | $3,239-23.0% | $3,608-30.9% |
| Admin fee / account holder | $3,581 | $4,569-21.6% | $6,102-41.3% | $5,124-30.1% |