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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 | $11,084 | $37,446-70.4% | $77,513-85.7% | $79,852-86.1% |
| Participation rate | 52.5% | 41.5%+11.0pp | 54.2%-1.7pp | 69.6%-17.1pp |
| Annual return | 59.70% | 39.76%+19.9pp | 54.81%+4.9pp | 31.72%+28.0pp |
| Employer contribution / active EE | $913 | $637+43.2% | $987-7.5% | $2,471-63.1% |
| Participant deferral / active EE | $2,671 | $1,261+111.8% | $1,861+43.5% | $3,740-28.6% |
| Admin fee / account holder | $831 | $2,506-66.9% | $2,859-70.9% | $5,306-84.3% |