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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 | $33,693 | $57,108-41.0% | $94,229-64.2% | $52,331-35.6% |
| Participation rate | 67.6% | 72.9%-5.3pp | 78.8%-11.2pp | 68.1%-0.5pp |
| Annual return | 0.66% | 1.47%-0.8pp | 10.68%-10.0pp | 4.54%-3.9pp |
| Employer contribution / active EE | $1,462 | $1,735-15.8% | $3,587-59.2% | $1,882-22.3% |
| Participant deferral / active EE | $2,640 | $3,040-13.2% | $4,320-38.9% | $3,022-12.7% |
| Admin fee / account holder | $3,795 | $546+594.5% | $6,269-39.5% | $592+541.5% |