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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 | $28,869 | $32,037-9.9% | $69,182-58.3% | $62,881-54.1% |
| Participation rate | 56.6% | 43.4%+13.2pp | 55.1%+1.5pp | 69.3%-12.7pp |
| Annual return | 6.13% | 15.16%-9.0pp | -21.93%+28.1pp | 20.14%-14.0pp |
| Employer contribution / active EE | $391 | $679-42.5% | $1,206-67.6% | $2,281-82.9% |
| Participant deferral / active EE | $914 | $1,185-22.9% | $1,897-51.8% | $3,203-71.5% |
| Admin fee / account holder | $784 | $2,608-69.9% | $2,697-70.9% | $4,296-81.7% |