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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 | $7,460 | $57,590-87.0% | $86,233-91.3% | $82,448-91.0% |
| Participation rate | 69.0% | 57.9%+11.1pp | 69.0%-0.1pp | 68.1%+0.9pp |
| Annual return | 16.49% | 22.41%-5.9pp | 61.39%-44.9pp | 41.64%-25.2pp |
| Employer contribution / active EE | $1,221 | $1,655-26.2% | $2,504-51.2% | $2,551-52.1% |
| Participant deferral / active EE | $2,183 | $3,080-29.1% | $4,559-52.1% | $4,139-47.3% |
| Admin fee / account holder | $396 | $4,730-91.6% | $8,342-95.3% | $7,234-94.5% |