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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 | $6,333 | $36,948-82.9% | $73,658-91.4% | $87,485-92.8% |
| Participation rate | 59.1% | 46.8%+12.3pp | 57.0%+2.1pp | 68.9%-9.8pp |
| Annual return | 25.88% | 28.64%-2.8pp | 29.72%-3.8pp | 26.06%-0.2pp |
| Employer contribution / active EE | $635 | $670-5.2% | $1,032-38.4% | $2,596-75.5% |
| Participant deferral / active EE | $965 | $1,379-30.0% | $2,062-53.2% | $4,274-77.4% |
| Admin fee / account holder | $308 | $2,531-87.8% | $3,357-90.8% | $7,775-96.0% |