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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 | $19,218 | $32,037-40.0% | $69,182-72.2% | $62,881-69.4% |
| Participation rate | 67.6% | 43.4%+24.1pp | 55.1%+12.5pp | 69.3%-1.7pp |
| Annual return | 6.46% | 15.16%-8.7pp | -21.93%+28.4pp | 20.14%-13.7pp |
| Employer contribution / active EE | $635 | $679-6.6% | $1,206-47.4% | $2,281-72.2% |
| Participant deferral / active EE | $908 | $1,185-23.4% | $1,897-52.2% | $3,203-71.7% |
| Admin fee / account holder | $2,320 | $2,608-11.1% | $2,697-14.0% | $4,296-46.0% |