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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 | $18,242 | $32,037-43.1% | $69,182-73.6% | $62,881-71.0% |
| Participation rate | 41.7% | 43.4%-1.8pp | 55.1%-13.4pp | 69.3%-27.6pp |
| Annual return | 7.01% | 15.16%-8.2pp | -21.93%+28.9pp | 20.14%-13.1pp |
| Employer contribution / active EE | $530 | $679-21.9% | $1,206-56.0% | $2,281-76.8% |
| Participant deferral / active EE | $1,457 | $1,185+22.9% | $1,897-23.2% | $3,203-54.5% |
| Admin fee / account holder | $440 | $2,608-83.1% | $2,697-83.7% | $4,296-89.8% |