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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 | $37,156-74.6% | $83,854-88.7% | $86,983-89.1% |
| Participation rate | 44.7% | 49.1%-4.3pp | 59.1%-14.4pp | 69.5%-24.8pp |
| Annual return | 30.81% | 29.88%+0.9pp | 31.39%-0.6pp | 25.83%+5.0pp |
| Employer contribution / active EE | $538 | $661-18.6% | $1,017-47.1% | $2,584-79.2% |
| Participant deferral / active EE | $1,044 | $1,418-26.4% | $2,035-48.7% | $4,194-75.1% |
| Admin fee / account holder | $591 | $2,510-76.5% | $3,197-81.5% | $7,856-92.5% |