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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 | $23,907 | $35,183-32.0% | $73,550-67.5% | $70,126-65.9% |
| Participation rate | 32.6% | 42.9%-10.4pp | 54.9%-22.4pp | 69.5%-37.0pp |
| Annual return | 26.68% | 26.90%-0.2pp | -15.16%+41.8pp | 73.15%-46.5pp |
| Employer contribution / active EE | $542 | $709-23.5% | $1,219-55.5% | $2,343-76.9% |
| Participant deferral / active EE | $1,705 | $1,220+39.7% | $1,804-5.5% | $3,332-48.8% |
| Admin fee / account holder | $2,466 | $2,302+7.1% | $2,320+6.3% | $4,645-46.9% |