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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 | $58,627-43.3% | $76,735-56.7% | $82,448-59.7% |
| Participation rate | 69.7% | 63.2%+6.5pp | 69.5%+0.2pp | 68.1%+1.6pp |
| Annual return | 13.49% | 39.10%-25.6pp | 29.77%-16.3pp | 41.64%-28.2pp |
| Employer contribution / active EE | $1,079 | $1,729-37.6% | $2,454-56.0% | $2,551-57.7% |
| Participant deferral / active EE | $3,102 | $3,134-1.0% | $4,088-24.1% | $4,139-25.1% |
| Admin fee / account holder | $1,947 | $5,323-63.4% | $7,189-72.9% | $7,234-73.1% |