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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 | $8,559 | $55,932-84.7% | $76,735-88.8% | $67,986-87.4% |
| Participation rate | 62.2% | 50.8%+11.4pp | 69.5%-7.3pp | 57.2%+5.0pp |
| Annual return | 21.63% | 23.10%-1.5pp | 29.77%-8.1pp | 31.67%-10.0pp |
| Employer contribution / active EE | $362 | $1,487-75.6% | $2,454-85.2% | $2,019-82.1% |
| Participant deferral / active EE | $1,558 | $2,558-39.1% | $4,088-61.9% | $3,358-53.6% |
| Admin fee / account holder | $1,368 | $4,907-72.1% | $7,189-81.0% | $3,203-57.3% |