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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 | $9,097 | $36,140-74.8% | $73,658-87.7% | $64,340-85.9% |
| Participation rate | 28.5% | 31.0%-2.6pp | 57.0%-28.6pp | 55.2%-26.8pp |
| Annual return | 24.27% | 21.48%+2.8pp | 29.72%-5.4pp | 24.14%+0.1pp |
| Employer contribution / active EE | $514 | $443+16.0% | $1,032-50.2% | $1,862-72.4% |
| Participant deferral / active EE | $955 | $1,023-6.6% | $2,062-53.7% | $2,980-68.0% |
| Admin fee / account holder | $1,514 | $2,513-39.7% | $3,357-54.9% | $3,703-59.1% |