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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 | $33,233 | $59,440-44.1% | $78,004-57.4% | $82,637-59.8% |
| Participation rate | 69.7% | 62.8%+6.9pp | 69.4%+0.3pp | 68.1%+1.6pp |
| Annual return | 13.49% | 40.24%-26.8pp | 31.07%-17.6pp | 53.51%-40.0pp |
| Employer contribution / active EE | $1,079 | $1,750-38.4% | $2,469-56.3% | $2,552-57.7% |
| Participant deferral / active EE | $3,102 | $3,138-1.2% | $4,092-24.2% | $4,126-24.8% |
| Admin fee / account holder | $1,947 | $5,504-64.6% | $7,578-74.3% | $7,339-73.5% |