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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 | $16,619 | $35,183-52.8% | $73,550-77.4% | $70,126-76.3% |
| Participation rate | 61.1% | 42.9%+18.2pp | 54.9%+6.2pp | 69.5%-8.4pp |
| Annual return | 21.52% | 26.90%-5.4pp | -15.16%+36.7pp | 73.15%-51.6pp |
| Employer contribution / active EE | $584 | $709-17.5% | $1,219-52.1% | $2,343-75.1% |
| Participant deferral / active EE | $2,311 | $1,220+89.4% | $1,804+28.1% | $3,332-30.6% |
| Admin fee / account holder | $1,546 | $2,302-32.8% | $2,320-33.3% | $4,645-66.7% |