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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 | $8,641 | $94,439-90.9% | $73,658-88.3% | $154,746-94.4% |
| Participation rate | 68.8% | 64.7%+4.1pp | 57.0%+11.7pp | 80.7%-12.0pp |
| Annual return | 19.53% | 28.25%-8.7pp | 29.72%-10.2pp | 172.34%-152.8pp |
| Employer contribution / active EE | $847 | $1,257-32.6% | $1,032-17.9% | $4,379-80.7% |
| Participant deferral / active EE | $1,149 | $2,527-54.5% | $2,062-44.3% | $6,730-82.9% |
| Admin fee / account holder | $2,741 | $3,843-28.7% | $3,357-18.3% | $14,365-80.9% |