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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 | $8,727 | $35,183-75.2% | $73,550-88.1% | $70,126-87.6% |
| Participation rate | 45.9% | 42.9%+3.0pp | 54.9%-9.0pp | 69.5%-23.6pp |
| Annual return | 18.96% | 26.90%-7.9pp | -15.16%+34.1pp | 73.15%-54.2pp |
| Employer contribution / active EE | $498 | $709-29.7% | $1,219-59.1% | $2,343-78.7% |
| Participant deferral / active EE | $631 | $1,220-48.3% | $1,804-65.0% | $3,332-81.1% |
| Admin fee / account holder | $2,210 | $2,302-4.0% | $2,320-4.7% | $4,645-52.4% |