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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 | $12,725 | $35,183-63.8% | $73,545-82.7% | $70,131-81.9% |
| Participation rate | 50.6% | 42.9%+7.7pp | 54.9%-4.3pp | 69.5%-19.0pp |
| Annual return | 17.75% | 26.90%-9.1pp | -15.16%+32.9pp | 73.14%-55.4pp |
| Employer contribution / active EE | $978 | $709+38.1% | $1,219-19.7% | $2,342-58.2% |
| Participant deferral / active EE | $1,717 | $1,220+40.8% | $1,806-4.9% | $3,332-48.5% |
| Admin fee / account holder | $328 | $2,302-85.8% | $2,320-85.9% | $4,645-92.9% |