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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 | $31,841 | $59,834-46.8% | $79,576-60.0% | $68,495-53.5% |
| Participation rate | 57.1% | 61.1%-3.9pp | 69.5%-12.3pp | 67.9%-10.7pp |
| Annual return | 26.23% | -12.30%+38.5pp | 0.15%+26.1pp | -7.84%+34.1pp |
| Employer contribution / active EE | $2,406 | $1,505+59.8% | $2,413-0.3% | $2,596-7.3% |
| Participant deferral / active EE | $4,816 | $3,024+59.2% | $3,985+20.8% | $4,028+19.6% |
| Admin fee / account holder | $3,209 | $4,835-33.6% | $6,834-53.0% | $5,403-40.6% |