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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 | $29,924 | $35,183-14.9% | $73,545-59.3% | $70,124-57.3% |
| Participation rate | 30.0% | 42.9%-12.9pp | 54.9%-24.9pp | 69.5%-39.5pp |
| Annual return | 19.79% | 26.90%-7.1pp | -15.16%+34.9pp | 73.14%-53.4pp |
| Employer contribution / active EE | $572 | $709-19.4% | $1,219-53.1% | $2,342-75.6% |
| Participant deferral / active EE | $2,326 | $1,220+90.7% | $1,806+28.8% | $3,332-30.2% |
| Admin fee / account holder | $311 | $2,302-86.5% | $2,320-86.6% | $4,645-93.3% |