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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 | $21,336 | $35,183-39.4% | $73,545-71.0% | $70,131-69.6% |
| Participation rate | 60.7% | 42.9%+17.8pp | 54.9%+5.8pp | 69.5%-8.8pp |
| Annual return | 14.05% | 26.90%-12.9pp | -15.16%+29.2pp | 73.14%-59.1pp |
| Employer contribution / active EE | $1,225 | $709+72.8% | $1,219+0.5% | $2,342-47.7% |
| Participant deferral / active EE | $1,859 | $1,220+52.4% | $1,806+2.9% | $3,332-44.2% |
| Admin fee / account holder | $3,075 | $2,302+33.6% | $2,320+32.6% | $4,645-33.8% |