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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 | $26,977 | $32,037-15.8% | $69,182-61.0% | $62,881-57.1% |
| Participation rate | 38.6% | 43.4%-4.8pp | 55.1%-16.5pp | 69.3%-30.7pp |
| Annual return | 9.24% | 15.16%-5.9pp | -21.93%+31.2pp | 20.14%-10.9pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,647 | $1,185+39.0% | $1,897-13.2% | $3,203-48.6% |
| Admin fee / account holder | $632 | $2,608-75.8% | $2,697-76.6% | $4,296-85.3% |