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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 | $16,035 | $32,037-49.9% | $69,182-76.8% | $62,881-74.5% |
| Participation rate | 55.3% | 43.4%+11.9pp | 55.1%+0.2pp | 69.3%-14.0pp |
| Annual return | 7.38% | 15.16%-7.8pp | -21.93%+29.3pp | 20.14%-12.8pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $769 | $1,185-35.2% | $1,897-59.5% | $3,203-76.0% |
| Admin fee / account holder | $3,759 | $2,608+44.1% | $2,697+39.4% | $4,296-12.5% |