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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 | $36,537 | $48,364-24.5% | $71,796-49.1% | $62,881-41.9% |
| Participation rate | 69.3% | 60.6%+8.7pp | 69.1%+0.2pp | 69.3%0pp |
| Annual return | 12.40% | 13.16%-0.8pp | 78.04%-65.6pp | 20.14%-7.7pp |
| Employer contribution / active EE | $308 | $1,042-70.4% | $1,924-84.0% | $2,281-86.5% |
| Participant deferral / active EE | $2,118 | $2,091+1.3% | $2,794-24.2% | $3,203-33.9% |
| Admin fee / account holder | $2,814 | $3,771-25.4% | $4,815-41.6% | $4,296-34.5% |