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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 | $32,218 | $52,306-38.4% | $69,779-53.8% | $62,881-48.8% |
| Participation rate | 66.7% | 67.2%-0.6pp | 71.8%-5.2pp | 69.3%-2.6pp |
| Annual return | 5.77% | 13.35%-7.6pp | 12.99%-7.2pp | 20.14%-14.4pp |
| Employer contribution / active EE | $1,490 | $1,799-17.2% | $2,338-36.3% | $2,281-34.7% |
| Participant deferral / active EE | $3,016 | $2,395+25.9% | $2,931+2.9% | $3,203-5.8% |
| Admin fee / account holder | $2,525 | $3,691-31.6% | $4,381-42.4% | $4,296-41.2% |