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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 | $34,260 | $32,037+6.9% | $69,182-50.5% | $62,881-45.5% |
| Participation rate | 40.7% | 43.4%-2.7pp | 55.1%-14.4pp | 69.3%-28.6pp |
| Annual return | 7.78% | 15.16%-7.4pp | -21.93%+29.7pp | 20.14%-12.4pp |
| Employer contribution / active EE | $183 | $679-73.1% | $1,206-84.9% | $2,281-92.0% |
| Participant deferral / active EE | $2,040 | $1,185+72.1% | $1,897+7.6% | $3,203-36.3% |
| Admin fee / account holder | $458 | $2,608-82.4% | $2,697-83.0% | $4,296-89.3% |