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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 | $21,344 | $32,037-33.4% | $69,182-69.1% | $62,881-66.1% |
| Participation rate | 49.3% | 43.4%+5.9pp | 55.1%-5.8pp | 69.3%-20.0pp |
| Annual return | 16.54% | 15.16%+1.4pp | -21.93%+38.5pp | 20.14%-3.6pp |
| Employer contribution / active EE | $898 | $679+32.2% | $1,206-25.5% | $2,281-60.6% |
| Participant deferral / active EE | $2,125 | $1,185+79.3% | $1,897+12.0% | $3,203-33.6% |
| Admin fee / account holder | $2,159 | $2,608-17.2% | $2,697-19.9% | $4,296-49.7% |