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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 | $6,945 | $32,037-78.3% | $69,182-90.0% | $62,881-89.0% |
| Participation rate | 34.0% | 43.4%-9.5pp | 55.1%-21.2pp | 69.3%-35.3pp |
| Annual return | 37.60% | 15.16%+22.4pp | -21.93%+59.5pp | 20.14%+17.5pp |
| Employer contribution / active EE | $788 | $679+16.0% | $1,206-34.7% | $2,281-65.4% |
| Participant deferral / active EE | $1,482 | $1,185+25.0% | $1,897-21.9% | $3,203-53.7% |
| Admin fee / account holder | $1,049 | $2,608-59.8% | $2,697-61.1% | $4,296-75.6% |