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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 | $10,912 | $36,948-70.5% | $73,658-85.2% | $87,485-87.5% |
| Participation rate | 52.9% | 46.8%+6.1pp | 57.0%-4.1pp | 68.9%-16.0pp |
| Annual return | 16.60% | 28.64%-12.0pp | 29.72%-13.1pp | 26.06%-9.5pp |
| Employer contribution / active EE | $485 | $670-27.7% | $1,032-53.1% | $2,596-81.3% |
| Participant deferral / active EE | $1,143 | $1,379-17.1% | $2,062-44.6% | $4,274-73.3% |
| Admin fee / account holder | $1,289 | $2,531-49.1% | $3,357-61.6% | $7,775-83.4% |