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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 | $11,287 | $37,446-69.9% | $77,513-85.4% | $79,852-85.9% |
| Participation rate | 51.4% | 41.5%+9.9pp | 54.2%-2.8pp | 69.6%-18.2pp |
| Annual return | 11.05% | 39.76%-28.7pp | 54.81%-43.8pp | 31.72%-20.7pp |
| Employer contribution / active EE | $572 | $637-10.2% | $987-42.0% | $2,471-76.8% |
| Participant deferral / active EE | $871 | $1,261-30.9% | $1,861-53.2% | $3,740-76.7% |
| Admin fee / account holder | $2,229 | $2,506-11.1% | $2,859-22.0% | $5,306-58.0% |