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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 | $32,973 | $63,809-48.3% | $81,353-59.5% | $80,935-59.3% |
| Participation rate | 52.8% | 63.9%-11.1pp | 69.5%-16.8pp | 67.7%-14.9pp |
| Annual return | 16.87% | 16.37%+0.5pp | 24.82%-7.9pp | 35.66%-18.8pp |
| Employer contribution / active EE | $1,056 | $1,981-46.7% | $2,464-57.2% | $2,757-61.7% |
| Participant deferral / active EE | $3,394 | $3,093+9.7% | $3,885-12.6% | $4,299-21.1% |
| Admin fee / account holder | $1,782 | $5,686-68.6% | $5,766-69.1% | $6,924-74.3% |