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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 | $8,336 | $57,590-85.5% | $86,233-90.3% | $82,448-89.9% |
| Participation rate | 68.8% | 57.9%+10.9pp | 69.0%-0.3pp | 68.1%+0.7pp |
| Annual return | 20.85% | 22.41%-1.6pp | 61.39%-40.5pp | 41.64%-20.8pp |
| Employer contribution / active EE | $656 | $1,655-60.4% | $2,504-73.8% | $2,551-74.3% |
| Participant deferral / active EE | $1,653 | $3,080-46.3% | $4,559-63.7% | $4,139-60.1% |
| Admin fee / account holder | $475 | $4,730-90.0% | $8,342-94.3% | $7,234-93.4% |