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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 | $9,191 | $36,948-75.1% | $73,658-87.5% | $87,485-89.5% |
| Participation rate | 50.0% | 46.8%+3.2pp | 57.0%-7.0pp | 68.9%-18.9pp |
| Annual return | 26.44% | 28.64%-2.2pp | 29.72%-3.3pp | 26.06%+0.4pp |
| Employer contribution / active EE | $798 | $670+19.1% | $1,032-22.7% | $2,596-69.3% |
| Participant deferral / active EE | $966 | $1,379-30.0% | $2,062-53.2% | $4,274-77.4% |
| Admin fee / account holder | $449 | $2,531-82.3% | $3,357-86.6% | $7,775-94.2% |