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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 | $21,490 | $35,183-38.9% | $73,550-70.8% | $70,126-69.4% |
| Participation rate | 63.6% | 42.9%+20.7pp | 54.9%+8.7pp | 69.5%-5.9pp |
| Annual return | 16.68% | 26.90%-10.2pp | -15.16%+31.8pp | 73.15%-56.5pp |
| Employer contribution / active EE | $581 | $709-18.1% | $1,219-52.4% | $2,343-75.2% |
| Participant deferral / active EE | $787 | $1,220-35.5% | $1,804-56.4% | $3,332-76.4% |
| Admin fee / account holder | $1,548 | $2,302-32.8% | $2,320-33.3% | $4,645-66.7% |