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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 | $9,456 | $36,948-74.4% | $73,658-87.2% | $87,485-89.2% |
| Participation rate | 44.7% | 46.8%-2.1pp | 57.0%-12.3pp | 68.9%-24.2pp |
| Annual return | 30.81% | 28.64%+2.2pp | 29.72%+1.1pp | 26.06%+4.7pp |
| Employer contribution / active EE | $538 | $670-19.7% | $1,032-47.9% | $2,596-79.3% |
| Participant deferral / active EE | $1,044 | $1,379-24.3% | $2,062-49.4% | $4,274-75.6% |
| Admin fee / account holder | $591 | $2,531-76.7% | $3,357-82.4% | $7,775-92.4% |