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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 | $34,824 | $35,183-1.0% | $73,550-52.7% | $70,126-50.3% |
| Participation rate | 55.9% | 42.9%+13.0pp | 54.9%+1.0pp | 69.5%-13.7pp |
| Annual return | 15.83% | 26.90%-11.1pp | -15.16%+31.0pp | 73.15%-57.3pp |
| Employer contribution / active EE | $1,406 | $709+98.4% | $1,219+15.3% | $2,343-40.0% |
| Participant deferral / active EE | $3,203 | $1,220+162.6% | $1,804+77.6% | $3,332-3.9% |
| Admin fee / account holder | $1,008 | $2,302-56.2% | $2,320-56.6% | $4,645-78.3% |