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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 | $5,312 | $25,014-78.8% | $69,632-92.4% | $80,959-93.4% |
| Participation rate | 63.0% | 64.2%-1.2pp | 66.4%-3.5pp | 67.7%-4.7pp |
| Annual return | 27.81% | 19.08%+8.7pp | 101.32%-73.5pp | 35.67%-7.9pp |
| Employer contribution / active EE | $532 | $991-46.4% | $1,708-68.9% | $2,757-80.7% |
| Participant deferral / active EE | $1,706 | $1,840-7.3% | $2,889-41.0% | $4,300-60.3% |
| Admin fee / account holder | $662 | $2,491-73.4% | $4,695-85.9% | $6,925-90.4% |