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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 | $32,662 | $50,947-35.9% | $74,551-56.2% | $64,173-49.1% |
| Participation rate | 60.8% | 61.1%-0.3pp | 69.1%-8.4pp | 69.6%-8.8pp |
| Annual return | 5.27% | -1.85%+7.1pp | 32.53%-27.3pp | 7.63%-2.4pp |
| Employer contribution / active EE | $1,406 | $1,115+26.1% | $1,961-28.3% | $2,381-40.9% |
| Participant deferral / active EE | $4,191 | $2,302+82.1% | $3,108+34.8% | $3,470+20.8% |
| Admin fee / account holder | $3,522 | $4,221-16.6% | $5,059-30.4% | $4,887-27.9% |