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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 | $19,273 | $32,037-39.8% | $69,182-72.1% | $62,881-69.3% |
| Participation rate | 61.2% | 43.4%+17.8pp | 55.1%+6.1pp | 69.3%-8.1pp |
| Annual return | 5.66% | 15.16%-9.5pp | -21.93%+27.6pp | 20.14%-14.5pp |
| Employer contribution / active EE | $642 | $679-5.4% | $1,206-46.8% | $2,281-71.8% |
| Participant deferral / active EE | $1,986 | $1,185+67.5% | $1,897+4.7% | $3,203-38.0% |
| Admin fee / account holder | $358 | $2,608-86.3% | $2,697-86.7% | $4,296-91.7% |