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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 | $17,759 | $35,183-49.5% | $73,550-75.9% | $70,126-74.7% |
| Participation rate | 50.8% | 42.9%+7.9pp | 54.9%-4.1pp | 69.5%-18.7pp |
| Annual return | 14.16% | 26.90%-12.7pp | -15.16%+29.3pp | 73.15%-59.0pp |
| Employer contribution / active EE | $554 | $709-21.8% | $1,219-54.6% | $2,343-76.3% |
| Participant deferral / active EE | $1,502 | $1,220+23.2% | $1,804-16.7% | $3,332-54.9% |
| Admin fee / account holder | $1,521 | $2,302-33.9% | $2,320-34.4% | $4,645-67.3% |