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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 | $20,924 | $35,183-40.5% | $73,550-71.6% | $70,126-70.2% |
| Participation rate | 22.5% | 42.9%-20.4pp | 54.9%-32.4pp | 69.5%-47.0pp |
| Annual return | 19.89% | 26.90%-7.0pp | -15.16%+35.0pp | 73.15%-53.3pp |
| Employer contribution / active EE | $402 | $709-43.3% | $1,219-67.0% | $2,343-82.8% |
| Participant deferral / active EE | $888 | $1,220-27.2% | $1,804-50.8% | $3,332-73.4% |
| Admin fee / account holder | $2,664 | $2,302+15.7% | $2,320+14.8% | $4,645-42.7% |