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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 | $35,216 | $35,183+0.1% | $73,550-52.1% | $70,126-49.8% |
| Participation rate | 43.5% | 42.9%+0.5pp | 54.9%-11.4pp | 69.5%-26.1pp |
| Annual return | 13.78% | 26.90%-13.1pp | -15.16%+28.9pp | 73.15%-59.4pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,789 | $1,220+46.7% | $1,804-0.8% | $3,332-46.3% |
| Admin fee / account holder | $1,089 | $2,302-52.7% | $2,320-53.1% | $4,645-76.6% |