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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 | $31,984 | $39,132-18.3% | $57,196-44.1% | $62,881-49.1% |
| Participation rate | 69.8% | 70.5%-0.7pp | 75.3%-5.5pp | 69.3%+0.5pp |
| Annual return | 5.37% | 9.24%-3.9pp | 14.59%-9.2pp | 20.14%-14.8pp |
| Employer contribution / active EE | $876 | $1,874-53.3% | $2,683-67.4% | $2,281-61.6% |
| Participant deferral / active EE | $2,159 | $2,374-9.1% | $3,096-30.3% | $3,203-32.6% |
| Admin fee / account holder | $2,562 | $2,594-1.2% | $3,141-18.4% | $4,296-40.4% |