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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 | $8,179 | $35,183-76.8% | $73,550-88.9% | $70,126-88.3% |
| Participation rate | 58.6% | 42.9%+15.6pp | 54.9%+3.6pp | 69.5%-11.0pp |
| Annual return | 13.69% | 26.90%-13.2pp | -15.16%+28.9pp | 73.15%-59.5pp |
| Employer contribution / active EE | $488 | $709-31.1% | $1,219-60.0% | $2,343-79.2% |
| Participant deferral / active EE | $1,140 | $1,220-6.5% | $1,804-36.8% | $3,332-65.8% |
| Admin fee / account holder | $1,473 | $2,302-36.0% | $2,320-36.5% | $4,645-68.3% |