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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 | $23,993 | $103,949-76.9% | $69,182-65.3% | $273,972-91.2% |
| Participation rate | 38.5% | 67.4%-28.9pp | 55.1%-16.7pp | 83.0%-44.6pp |
| Annual return | 0.33% | 35.28%-35.0pp | -21.93%+22.3pp | 41.46%-41.1pp |
| Employer contribution / active EE | $1,389 | $1,783-22.1% | $1,206+15.2% | $4,869-71.5% |
| Participant deferral / active EE | $1,477 | $2,716-45.6% | $1,897-22.2% | $5,287-72.1% |
| Admin fee / account holder | $775 | $3,671-78.9% | $2,697-71.3% | $10,133-92.4% |