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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 | $12,349 | $36,948-66.6% | $73,658-83.2% | $87,485-85.9% |
| Participation rate | 47.5% | 46.8%+0.7pp | 57.0%-9.5pp | 68.9%-21.4pp |
| Annual return | 18.30% | 28.64%-10.3pp | 29.72%-11.4pp | 26.06%-7.8pp |
| Employer contribution / active EE | $520 | $670-22.5% | $1,032-49.7% | $2,596-80.0% |
| Participant deferral / active EE | $1,299 | $1,379-5.8% | $2,062-37.0% | $4,274-69.6% |
| Admin fee / account holder | $949 | $2,531-62.5% | $3,357-71.7% | $7,775-87.8% |