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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 | $13,922 | $35,183-60.4% | $73,550-81.1% | $70,126-80.1% |
| Participation rate | 48.5% | 42.9%+5.6pp | 54.9%-6.4pp | 69.5%-21.1pp |
| Annual return | 19.99% | 26.90%-6.9pp | -15.16%+35.1pp | 73.15%-53.2pp |
| Employer contribution / active EE | $886 | $709+25.1% | $1,219-27.3% | $2,343-62.2% |
| Participant deferral / active EE | $1,612 | $1,220+32.2% | $1,804-10.6% | $3,332-51.6% |
| Admin fee / account holder | $1,143 | $2,302-50.3% | $2,320-50.7% | $4,645-75.4% |