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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 | $16,631 | $32,037-48.1% | $69,182-76.0% | $62,881-73.6% |
| Participation rate | 60.7% | 43.4%+17.3pp | 55.1%+5.6pp | 69.3%-8.6pp |
| Annual return | 14.91% | 15.16%-0.3pp | -21.93%+36.8pp | 20.14%-5.2pp |
| Employer contribution / active EE | $1,119 | $679+64.8% | $1,206-7.2% | $2,281-50.9% |
| Participant deferral / active EE | $1,913 | $1,185+61.4% | $1,897+0.8% | $3,203-40.3% |
| Admin fee / account holder | $305 | $2,608-88.3% | $2,697-88.7% | $4,296-92.9% |