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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 | $8,292 | $57,140-85.5% | $85,240-90.3% | $80,959-89.8% |
| Participation rate | 57.8% | 56.4%+1.4pp | 67.5%-9.8pp | 67.7%-9.9pp |
| Annual return | 13.04% | 21.71%-8.7pp | 66.75%-53.7pp | 35.67%-22.6pp |
| Employer contribution / active EE | $912 | $1,802-49.4% | $2,735-66.7% | $2,757-66.9% |
| Participant deferral / active EE | $2,240 | $3,115-28.1% | $4,527-50.5% | $4,300-47.9% |
| Admin fee / account holder | $1,563 | $4,992-68.7% | $6,165-74.6% | $6,925-77.4% |