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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 | $8,644 | $59,440-85.5% | $78,004-88.9% | $82,637-89.5% |
| Participation rate | 65.5% | 62.8%+2.7pp | 69.4%-3.9pp | 68.1%-2.5pp |
| Annual return | 28.91% | 40.24%-11.3pp | 31.07%-2.2pp | 53.51%-24.6pp |
| Employer contribution / active EE | $1,847 | $1,750+5.5% | $2,469-25.2% | $2,552-27.6% |
| Participant deferral / active EE | $3,746 | $3,138+19.4% | $4,092-8.5% | $4,126-9.2% |
| Admin fee / account holder | $498 | $5,504-90.9% | $7,578-93.4% | $7,339-93.2% |