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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 | $7,389 | $51,222-85.6% | $70,544-89.5% | $75,173-90.2% |
| Participation rate | 62.1% | 61.0%+1.1pp | 68.4%-6.3pp | 67.2%-5.1pp |
| Annual return | 16.26% | 30.06%-13.8pp | 32.79%-16.5pp | 160.72%-144.5pp |
| Employer contribution / active EE | $399 | $1,827-78.2% | $2,976-86.6% | $2,671-85.1% |
| Participant deferral / active EE | $2,234 | $2,850-21.6% | $4,568-51.1% | $4,126-45.8% |
| Admin fee / account holder | $882 | $4,096-78.5% | $6,427-86.3% | $5,651-84.4% |