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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 | $37,086 | $43,344-14.4% | $59,899-38.1% | $64,173-42.2% |
| Participation rate | 65.5% | 69.2%-3.7pp | 74.7%-9.2pp | 69.6%-4.1pp |
| Annual return | 11.61% | -1.55%+13.2pp | 3.46%+8.2pp | 7.63%+4.0pp |
| Employer contribution / active EE | $963 | $2,030-52.6% | $2,723-64.6% | $2,381-59.6% |
| Participant deferral / active EE | $5,217 | $2,547+104.8% | $3,402+53.3% | $3,470+50.4% |
| Admin fee / account holder | $1,229 | $3,008-59.1% | $3,592-65.8% | $4,887-74.9% |