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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 | $12,519 | $36,948-66.1% | $73,658-83.0% | $87,485-85.7% |
| Participation rate | 55.8% | 46.8%+9.0pp | 57.0%-1.2pp | 68.9%-13.1pp |
| Annual return | 15.64% | 28.64%-13.0pp | 29.72%-14.1pp | 26.06%-10.4pp |
| Employer contribution / active EE | $505 | $670-24.7% | $1,032-51.1% | $2,596-80.6% |
| Participant deferral / active EE | $1,172 | $1,379-15.0% | $2,062-43.2% | $4,274-72.6% |
| Admin fee / account holder | $1,270 | $2,531-49.8% | $3,357-62.2% | $7,775-83.7% |