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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 | $34,762 | $35,183-1.2% | $73,550-52.7% | $70,126-50.4% |
| Participation rate | 43.3% | 42.9%+0.4pp | 54.9%-11.6pp | 69.5%-26.2pp |
| Annual return | 18.11% | 26.90%-8.8pp | -15.16%+33.3pp | 73.15%-55.0pp |
| Employer contribution / active EE | $597 | $709-15.7% | $1,219-51.0% | $2,343-74.5% |
| Participant deferral / active EE | $1,911 | $1,220+56.7% | $1,804+5.9% | $3,332-42.6% |
| Admin fee / account holder | $1,843 | $2,302-19.9% | $2,320-20.5% | $4,645-60.3% |