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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 | $30,023 | $35,183-14.7% | $73,550-59.2% | $70,126-57.2% |
| Participation rate | 48.9% | 42.9%+6.0pp | 54.9%-6.0pp | 69.5%-20.6pp |
| Annual return | 17.92% | 26.90%-9.0pp | -15.16%+33.1pp | 73.15%-55.2pp |
| Employer contribution / active EE | $224 | $709-68.4% | $1,219-81.7% | $2,343-90.5% |
| Participant deferral / active EE | $1,887 | $1,220+54.7% | $1,804+4.6% | $3,332-43.4% |
| Admin fee / account holder | $1,384 | $2,302-39.9% | $2,320-40.3% | $4,645-70.2% |