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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 | $33,912 | $37,446-9.4% | $77,513-56.2% | $79,852-57.5% |
| Participation rate | 47.8% | 41.5%+6.3pp | 54.2%-6.4pp | 69.6%-21.8pp |
| Annual return | 13.02% | 39.76%-26.7pp | 54.81%-41.8pp | 31.72%-18.7pp |
| Employer contribution / active EE | $963 | $637+51.2% | $987-2.4% | $2,471-61.0% |
| Participant deferral / active EE | $1,426 | $1,261+13.1% | $1,861-23.4% | $3,740-61.9% |
| Admin fee / account holder | $1,164 | $2,506-53.5% | $2,859-59.3% | $5,306-78.1% |