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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 | $9,604 | $59,440-83.8% | $78,004-87.7% | $82,637-88.4% |
| Participation rate | 68.8% | 62.8%+5.9pp | 69.4%-0.7pp | 68.1%+0.7pp |
| Annual return | 12.97% | 40.24%-27.3pp | 31.07%-18.1pp | 53.51%-40.5pp |
| Employer contribution / active EE | $1,383 | $1,750-21.0% | $2,469-44.0% | $2,552-45.8% |
| Participant deferral / active EE | $1,552 | $3,138-50.5% | $4,092-62.1% | $4,126-62.4% |
| Admin fee / account holder | $2,320 | $5,504-57.8% | $7,578-69.4% | $7,339-68.4% |