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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 | $28,899 | $63,773-54.7% | $81,286-64.4% | $80,925-64.3% |
| Participation rate | 56.7% | 63.9%-7.2pp | 69.5%-12.9pp | 67.7%-11.0pp |
| Annual return | 14.09% | 16.37%-2.3pp | 24.80%-10.7pp | 35.65%-21.6pp |
| Employer contribution / active EE | $1,518 | $1,979-23.3% | $2,463-38.4% | $2,756-44.9% |
| Participant deferral / active EE | $3,014 | $3,093-2.6% | $3,883-22.4% | $4,299-29.9% |
| Admin fee / account holder | $3,801 | $5,682-33.1% | $5,764-34.1% | $6,940-45.2% |