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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 | $57,061-85.5% | $85,063-90.3% | $80,911-89.8% |
| Participation rate | 57.8% | 56.3%+1.4pp | 67.5%-9.7pp | 67.6%-9.9pp |
| Annual return | 13.04% | 21.66%-8.6pp | 66.54%-53.5pp | 35.63%-22.6pp |
| Employer contribution / active EE | $912 | $1,799-49.3% | $2,727-66.6% | $2,756-66.9% |
| Participant deferral / active EE | $2,240 | $3,110-28.0% | $4,523-50.5% | $4,297-47.9% |
| Admin fee / account holder | $1,563 | $4,986-68.6% | $6,155-74.6% | $6,935-77.5% |