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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 | $32,061 | $64,462-50.3% | $81,482-60.7% | $80,911-60.4% |
| Participation rate | 53.5% | 63.9%-10.4pp | 69.5%-16.0pp | 67.6%-14.2pp |
| Annual return | 10.83% | 16.35%-5.5pp | 24.79%-14.0pp | 35.63%-24.8pp |
| Employer contribution / active EE | $1,749 | $1,979-11.6% | $2,463-29.0% | $2,756-36.5% |
| Participant deferral / active EE | $4,472 | $3,094+44.5% | $3,885+15.1% | $4,297+4.1% |
| Admin fee / account holder | $964 | $5,678-83.0% | $5,761-83.3% | $6,935-86.1% |