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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 | $35,606 | $60,349-41.0% | $74,184-52.0% | $62,881-43.4% |
| Participation rate | 55.0% | 72.7%-17.7pp | 76.6%-21.6pp | 69.3%-14.3pp |
| Annual return | 6.03% | 21.38%-15.3pp | 17.74%-11.7pp | 20.14%-14.1pp |
| Employer contribution / active EE | $758 | $1,680-54.9% | $2,370-68.0% | $2,281-66.8% |
| Participant deferral / active EE | $1,303 | $2,856-54.4% | $3,550-63.3% | $3,203-59.3% |
| Admin fee / account holder | $3,702 | $4,261-13.1% | $5,586-33.7% | $4,296-13.8% |