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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 | $33,624 | $35,183-4.4% | $73,550-54.3% | $70,126-52.1% |
| Participation rate | 40.3% | 42.9%-2.6pp | 54.9%-14.6pp | 69.5%-29.2pp |
| Annual return | 20.94% | 26.90%-6.0pp | -15.16%+36.1pp | 73.15%-52.2pp |
| Employer contribution / active EE | $540 | $709-23.8% | $1,219-55.7% | $2,343-77.0% |
| Participant deferral / active EE | $1,237 | $1,220+1.4% | $1,804-31.4% | $3,332-62.9% |
| Admin fee / account holder | $515 | $2,302-77.6% | $2,320-77.8% | $4,645-88.9% |