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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 | $9,155 | $58,627-84.4% | $76,735-88.1% | $82,448-88.9% |
| Participation rate | 68.8% | 63.2%+5.5pp | 69.5%-0.7pp | 68.1%+0.7pp |
| Annual return | 24.64% | 39.10%-14.5pp | 29.77%-5.1pp | 41.64%-17.0pp |
| Employer contribution / active EE | $1,039 | $1,729-39.9% | $2,454-57.7% | $2,551-59.3% |
| Participant deferral / active EE | $1,621 | $3,134-48.3% | $4,088-60.3% | $4,139-60.8% |
| Admin fee / account holder | $1,026 | $5,323-80.7% | $7,189-85.7% | $7,234-85.8% |