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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 | $9,238 | $57,061-83.8% | $85,063-89.1% | $80,911-88.6% |
| Participation rate | 59.3% | 56.3%+2.9pp | 67.5%-8.2pp | 67.6%-8.4pp |
| Annual return | 20.83% | 21.66%-0.8pp | 66.54%-45.7pp | 35.63%-14.8pp |
| Employer contribution / active EE | $1,337 | $1,799-25.7% | $2,727-51.0% | $2,756-51.5% |
| Participant deferral / active EE | $1,709 | $3,110-45.1% | $4,523-62.2% | $4,297-60.2% |
| Admin fee / account holder | $450 | $4,986-91.0% | $6,155-92.7% | $6,935-93.5% |