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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 | $8,953 | $45,312-80.2% | $86,233-89.6% | $67,986-86.8% |
| Participation rate | 18.2% | 42.4%-24.2pp | 69.0%-50.8pp | 57.2%-39.0pp |
| Annual return | 28.80% | 24.79%+4.0pp | 61.39%-32.6pp | 31.67%-2.9pp |
| Employer contribution / active EE | $335 | $1,160-71.1% | $2,504-86.6% | $2,019-83.4% |
| Participant deferral / active EE | $577 | $2,185-73.6% | $4,559-87.3% | $3,358-82.8% |
| Admin fee / account holder | $327 | $3,295-90.1% | $8,342-96.1% | $3,203-89.8% |