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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 | $43,031 | $32,037+34.3% | $69,182-37.8% | $62,881-31.6% |
| Participation rate | 33.0% | 43.4%-10.4pp | 55.1%-22.1pp | 69.3%-36.3pp |
| Annual return | 6.61% | 15.16%-8.6pp | -21.93%+28.5pp | 20.14%-13.5pp |
| Employer contribution / active EE | $179 | $679-73.6% | $1,206-85.1% | $2,281-92.1% |
| Participant deferral / active EE | $683 | $1,185-42.4% | $1,897-64.0% | $3,203-78.7% |
| Admin fee / account holder | $1,623 | $2,608-37.8% | $2,697-39.8% | $4,296-62.2% |