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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 | $10,791 | $37,446-71.2% | $77,513-86.1% | $79,852-86.5% |
| Participation rate | 63.0% | 41.5%+21.4pp | 54.2%+8.8pp | 69.6%-6.7pp |
| Annual return | 12.69% | 39.76%-27.1pp | 54.81%-42.1pp | 31.72%-19.0pp |
| Employer contribution / active EE | $339 | $637-46.7% | $987-65.6% | $2,471-86.3% |
| Participant deferral / active EE | $999 | $1,261-20.8% | $1,861-46.3% | $3,740-73.3% |
| Admin fee / account holder | $2,872 | $2,506+14.6% | $2,859+0.5% | $5,306-45.9% |