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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 | $8,842 | $108,285-91.8% | $77,552-88.6% | $158,982-94.4% |
| Participation rate | 66.7% | 64.4%+2.2pp | 54.2%+12.5pp | 82.0%-15.3pp |
| Annual return | 12.67% | 31.69%-19.0pp | 54.82%-42.1pp | 302.99%-290.3pp |
| Employer contribution / active EE | $1,331 | $1,325+0.5% | $987+34.9% | $4,763-72.1% |
| Participant deferral / active EE | $319 | $2,455-87.0% | $1,861-82.9% | $5,983-94.7% |
| Admin fee / account holder | $1,062 | $3,709-71.4% | $2,859-62.9% | $11,252-90.6% |