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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 | $39,831 | $60,349-34.0% | $74,184-46.3% | $62,881-36.7% |
| Participation rate | 62.5% | 72.7%-10.2pp | 76.6%-14.1pp | 69.3%-6.8pp |
| Annual return | 8.28% | 21.38%-13.1pp | 17.74%-9.5pp | 20.14%-11.9pp |
| Employer contribution / active EE | $1,228 | $1,680-26.9% | $2,370-48.2% | $2,281-46.2% |
| Participant deferral / active EE | $2,154 | $2,856-24.6% | $3,550-39.3% | $3,203-32.7% |
| Admin fee / account holder | $3,192 | $4,261-25.1% | $5,586-42.9% | $4,296-25.7% |