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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 | $24,052 | $32,037-24.9% | $69,182-65.2% | $62,881-61.8% |
| Participation rate | 62.5% | 43.4%+19.1pp | 55.1%+7.4pp | 69.3%-6.8pp |
| Annual return | 5.35% | 15.16%-9.8pp | -21.93%+27.3pp | 20.14%-14.8pp |
| Employer contribution / active EE | $387 | $679-43.0% | $1,206-67.9% | $2,281-83.0% |
| Participant deferral / active EE | $1,300 | $1,185+9.7% | $1,897-31.4% | $3,203-59.4% |
| Admin fee / account holder | $1,894 | $2,608-27.4% | $2,697-29.8% | $4,296-55.9% |