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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 | $8,694 | $57,590-84.9% | $86,233-89.9% | $82,448-89.5% |
| Participation rate | 62.2% | 57.9%+4.3pp | 69.0%-6.9pp | 68.1%-5.9pp |
| Annual return | 15.69% | 22.41%-6.7pp | 61.39%-45.7pp | 41.64%-26.0pp |
| Employer contribution / active EE | $467 | $1,655-71.8% | $2,504-81.3% | $2,551-81.7% |
| Participant deferral / active EE | $1,093 | $3,080-64.5% | $4,559-76.0% | $4,139-73.6% |
| Admin fee / account holder | $738 | $4,730-84.4% | $8,342-91.2% | $7,234-89.8% |