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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 | $55,070 | $32,037+71.9% | $69,182-20.4% | $62,881-12.4% |
| Participation rate | 49.0% | 43.4%+5.6pp | 55.1%-6.1pp | 69.3%-20.3pp |
| Annual return | 5.14% | 15.16%-10.0pp | -21.93%+27.1pp | 20.14%-15.0pp |
| Employer contribution / active EE | $326 | $679-52.0% | $1,206-73.0% | $2,281-85.7% |
| Participant deferral / active EE | $786 | $1,185-33.7% | $1,897-58.6% | $3,203-75.5% |
| Admin fee / account holder | $907 | $2,608-65.2% | $2,697-66.4% | $4,296-78.9% |