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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 | $19,771 | $32,037-38.3% | $69,182-71.4% | $62,881-68.6% |
| Participation rate | 57.3% | 43.4%+13.9pp | 55.1%+2.2pp | 69.3%-12.0pp |
| Annual return | 10.64% | 15.16%-4.5pp | -21.93%+32.6pp | 20.14%-9.5pp |
| Employer contribution / active EE | $953 | $679+40.3% | $1,206-21.0% | $2,281-58.2% |
| Participant deferral / active EE | $1,774 | $1,185+49.6% | $1,897-6.5% | $3,203-44.6% |
| Admin fee / account holder | $623 | $2,608-76.1% | $2,697-76.9% | $4,296-85.5% |