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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 | $13,403 | $32,037-58.2% | $69,182-80.6% | $62,881-78.7% |
| Participation rate | 40.0% | 43.4%-3.4pp | 55.1%-15.1pp | 69.3%-29.3pp |
| Annual return | 7.44% | 15.16%-7.7pp | -21.93%+29.4pp | 20.14%-12.7pp |
| Employer contribution / active EE | $292 | $679-57.0% | $1,206-75.8% | $2,281-87.2% |
| Participant deferral / active EE | $725 | $1,185-38.8% | $1,897-61.8% | $3,203-77.4% |
| Admin fee / account holder | $1,326 | $2,608-49.1% | $2,697-50.8% | $4,296-69.1% |