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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 | $7,481 | $37,156-79.9% | $83,854-91.1% | $86,983-91.4% |
| Participation rate | 63.5% | 49.1%+14.5pp | 59.1%+4.4pp | 69.5%-6.0pp |
| Annual return | 16.22% | 29.88%-13.7pp | 31.39%-15.2pp | 25.83%-9.6pp |
| Employer contribution / active EE | $550 | $661-16.8% | $1,017-45.9% | $2,584-78.7% |
| Participant deferral / active EE | $1,105 | $1,418-22.1% | $2,035-45.7% | $4,194-73.7% |
| Admin fee / account holder | $1,373 | $2,510-45.3% | $3,197-57.0% | $7,856-82.5% |