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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 | $37,768 | $37,446+0.9% | $77,552-51.3% | $79,856-52.7% |
| Participation rate | 52.9% | 41.5%+11.3pp | 54.2%-1.3pp | 69.6%-16.8pp |
| Annual return | 11.58% | 39.76%-28.2pp | 54.82%-43.2pp | 31.71%-20.1pp |
| Employer contribution / active EE | $274 | $637-57.0% | $987-72.2% | $2,471-88.9% |
| Participant deferral / active EE | $1,206 | $1,261-4.4% | $1,861-35.2% | $3,741-67.8% |
| Admin fee / account holder | $6,748 | $2,506+169.2% | $2,859+136.0% | $5,306+27.2% |