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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 | $8,923 | $35,183-74.6% | $73,545-87.9% | $70,124-87.3% |
| Participation rate | 62.9% | 42.9%+19.9pp | 54.9%+7.9pp | 69.5%-6.7pp |
| Annual return | 20.03% | 26.90%-6.9pp | -15.16%+35.2pp | 73.14%-53.1pp |
| Employer contribution / active EE | $781 | $709+10.2% | $1,219-35.9% | $2,342-66.7% |
| Participant deferral / active EE | $1,043 | $1,220-14.5% | $1,806-42.3% | $3,332-68.7% |
| Admin fee / account holder | $685 | $2,302-70.2% | $2,320-70.5% | $4,645-85.3% |