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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 | $16,146 | $37,156-56.5% | $83,854-80.7% | $86,983-81.4% |
| Participation rate | 51.4% | 49.1%+2.3pp | 59.1%-7.8pp | 69.5%-18.2pp |
| Annual return | 20.94% | 29.88%-8.9pp | 31.39%-10.5pp | 25.83%-4.9pp |
| Employer contribution / active EE | $679 | $661+2.7% | $1,017-33.3% | $2,584-73.7% |
| Participant deferral / active EE | $1,426 | $1,418+0.6% | $2,035-29.9% | $4,194-66.0% |
| Admin fee / account holder | $403 | $2,510-83.9% | $3,197-87.4% | $7,856-94.9% |