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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 | $33,391 | $39,132-14.7% | $57,196-41.6% | $62,881-46.9% |
| Participation rate | 52.9% | 70.5%-17.5pp | 75.3%-22.4pp | 69.3%-16.4pp |
| Annual return | 7.64% | 9.24%-1.6pp | 14.59%-7.0pp | 20.14%-12.5pp |
| Employer contribution / active EE | $879 | $1,874-53.1% | $2,683-67.3% | $2,281-61.5% |
| Participant deferral / active EE | $3,459 | $2,374+45.7% | $3,096+11.7% | $3,203+8.0% |
| Admin fee / account holder | $2,288 | $2,594-11.8% | $3,141-27.1% | $4,296-46.7% |