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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 | $22,399 | $32,037-30.1% | $69,182-67.6% | $62,881-64.4% |
| Participation rate | 43.3% | 43.4%-0.1pp | 55.1%-11.8pp | 69.3%-26.0pp |
| Annual return | 5.24% | 15.16%-9.9pp | -21.93%+27.2pp | 20.14%-14.9pp |
| Employer contribution / active EE | $816 | $679+20.1% | $1,206-32.4% | $2,281-64.2% |
| Participant deferral / active EE | $883 | $1,185-25.5% | $1,897-53.5% | $3,203-72.4% |
| Admin fee / account holder | $1,221 | $2,608-53.2% | $2,697-54.7% | $4,296-71.6% |