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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 | $8,190 | $36,140-77.3% | $73,658-88.9% | $64,340-87.3% |
| Participation rate | 58.9% | 31.0%+27.9pp | 57.0%+1.9pp | 55.2%+3.7pp |
| Annual return | 15.47% | 21.48%-6.0pp | 29.72%-14.2pp | 24.14%-8.7pp |
| Employer contribution / active EE | $336 | $443-24.2% | $1,032-67.5% | $1,862-82.0% |
| Participant deferral / active EE | $881 | $1,023-13.9% | $2,062-57.3% | $2,980-70.4% |
| Admin fee / account holder | $600 | $2,513-76.1% | $3,357-82.1% | $3,703-83.8% |