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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 | $26,454 | $32,037-17.4% | $69,182-61.8% | $62,881-57.9% |
| Participation rate | 43.8% | 43.4%+0.3pp | 55.1%-11.4pp | 69.3%-25.6pp |
| Annual return | 7.80% | 15.16%-7.4pp | -21.93%+29.7pp | 20.14%-12.3pp |
| Employer contribution / active EE | $626 | $679-7.8% | $1,206-48.1% | $2,281-72.6% |
| Participant deferral / active EE | $1,373 | $1,185+15.8% | $1,897-27.6% | $3,203-57.1% |
| Admin fee / account holder | $613 | $2,608-76.5% | $2,697-77.3% | $4,296-85.7% |