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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 | $25,883 | $32,037-19.2% | $69,182-62.6% | $62,881-58.8% |
| Participation rate | 38.2% | 43.4%-5.2pp | 55.1%-16.9pp | 69.3%-31.1pp |
| Annual return | 6.68% | 15.16%-8.5pp | -21.93%+28.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $539 | $679-20.7% | $1,206-55.4% | $2,281-76.4% |
| Participant deferral / active EE | $1,230 | $1,185+3.7% | $1,897-35.2% | $3,203-61.6% |
| Admin fee / account holder | $550 | $2,608-78.9% | $2,697-79.6% | $4,296-87.2% |