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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 | $32,666 | $54,541-40.1% | $78,778-58.5% | $70,126-53.4% |
| Participation rate | 30.9% | 60.8%-29.9pp | 69.2%-38.3pp | 69.5%-38.7pp |
| Annual return | 18.06% | 21.07%-3.0pp | 35.62%-17.6pp | 73.15%-55.1pp |
| Employer contribution / active EE | $1,098 | $1,089+0.9% | $1,986-44.7% | $2,343-53.1% |
| Participant deferral / active EE | $2,275 | $2,210+2.9% | $2,958-23.1% | $3,332-31.7% |
| Admin fee / account holder | $712 | $3,709-80.8% | $5,134-86.1% | $4,645-84.7% |