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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 | $35,717 | $52,306-31.7% | $69,779-48.8% | $62,881-43.2% |
| Participation rate | 58.5% | 67.2%-8.7pp | 71.8%-13.3pp | 69.3%-10.8pp |
| Annual return | 6.12% | 13.35%-7.2pp | 12.99%-6.9pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,491 | $1,799-17.1% | $2,338-36.3% | $2,281-34.6% |
| Participant deferral / active EE | $2,542 | $2,395+6.1% | $2,931-13.3% | $3,203-20.6% |
| Admin fee / account holder | $2,488 | $3,691-32.6% | $4,381-43.2% | $4,296-42.1% |