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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 | $31,879 | $63,845-50.1% | $81,370-60.8% | $80,959-60.6% |
| Participation rate | 55.6% | 63.9%-8.3pp | 69.5%-14.0pp | 67.7%-12.1pp |
| Annual return | 13.67% | 16.37%-2.7pp | 24.85%-11.2pp | 35.67%-22.0pp |
| Employer contribution / active EE | $1,802 | $1,980-9.0% | $2,464-26.8% | $2,757-34.6% |
| Participant deferral / active EE | $3,480 | $3,093+12.5% | $3,885-10.4% | $4,300-19.1% |
| Admin fee / account holder | $8,944 | $5,688+57.2% | $5,749+55.6% | $6,925+29.1% |