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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 | $58,848-85.8% | $88,179-90.5% | $82,637-89.9% |
| Participation rate | 68.8% | 57.9%+10.9pp | 69.1%-0.4pp | 68.1%+0.7pp |
| Annual return | 20.85% | 22.76%-1.9pp | 64.97%-44.1pp | 53.51%-32.7pp |
| Employer contribution / active EE | $656 | $1,678-60.9% | $2,549-74.3% | $2,552-74.3% |
| Participant deferral / active EE | $1,653 | $3,124-47.1% | $4,614-64.2% | $4,126-59.9% |
| Admin fee / account holder | $475 | $4,795-90.1% | $7,673-93.8% | $7,339-93.5% |