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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 | $24,867 | $35,183-29.3% | $73,550-66.2% | $70,126-64.5% |
| Participation rate | 51.7% | 42.9%+8.8pp | 54.9%-3.2pp | 69.5%-17.8pp |
| Annual return | 13.04% | 26.90%-13.9pp | -15.16%+28.2pp | 73.15%-60.1pp |
| Employer contribution / active EE | $974 | $709+37.4% | $1,219-20.1% | $2,343-58.4% |
| Participant deferral / active EE | $1,014 | $1,220-16.9% | $1,804-43.8% | $3,332-69.6% |
| Admin fee / account holder | $817 | $2,302-64.5% | $2,320-64.8% | $4,645-82.4% |