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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 | $21,222 | $32,037-33.8% | $69,182-69.3% | $62,881-66.3% |
| Participation rate | 50.0% | 43.4%+6.6pp | 55.1%-5.1pp | 69.3%-19.3pp |
| Annual return | 38.36% | 15.16%+23.2pp | -21.93%+60.3pp | 20.14%+18.2pp |
| Employer contribution / active EE | $246 | $679-63.7% | $1,206-79.6% | $2,281-89.2% |
| Participant deferral / active EE | $1,178 | $1,185-0.6% | $1,897-37.9% | $3,203-63.2% |
| Admin fee / account holder | $1,019 | $2,608-60.9% | $2,697-62.2% | $4,296-76.3% |