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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 | $9,302 | $57,590-83.8% | $86,233-89.2% | $82,448-88.7% |
| Participation rate | 32.1% | 57.9%-25.8pp | 69.0%-36.9pp | 68.1%-36.0pp |
| Annual return | 17.56% | 22.41%-4.9pp | 61.39%-43.8pp | 41.64%-24.1pp |
| Employer contribution / active EE | $719 | $1,655-56.5% | $2,504-71.3% | $2,551-71.8% |
| Participant deferral / active EE | $1,307 | $3,080-57.6% | $4,559-71.3% | $4,139-68.4% |
| Admin fee / account holder | $1,188 | $4,730-74.9% | $8,342-85.8% | $7,234-83.6% |