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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 | $36,878 | $35,183+4.8% | $73,550-49.9% | $70,126-47.4% |
| Participation rate | 55.7% | 42.9%+12.8pp | 54.9%+0.8pp | 69.5%-13.8pp |
| Annual return | 12.81% | 26.90%-14.1pp | -15.16%+28.0pp | 73.15%-60.3pp |
| Employer contribution / active EE | $276 | $709-61.0% | $1,219-77.3% | $2,343-88.2% |
| Participant deferral / active EE | $1,133 | $1,220-7.1% | $1,804-37.2% | $3,332-66.0% |
| Admin fee / account holder | $3,306 | $2,302+43.6% | $2,320+42.5% | $4,645-28.8% |