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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 | $6,272 | $94,439-93.4% | $73,658-91.5% | $154,746-95.9% |
| Participation rate | 61.1% | 64.7%-3.6pp | 57.0%+4.1pp | 80.7%-19.6pp |
| Annual return | 13.45% | 28.25%-14.8pp | 29.72%-16.3pp | 172.34%-158.9pp |
| Employer contribution / active EE | $760 | $1,257-39.5% | $1,032-26.4% | $4,379-82.6% |
| Participant deferral / active EE | $1,293 | $2,527-48.8% | $2,062-37.3% | $6,730-80.8% |
| Admin fee / account holder | $2,769 | $3,843-27.9% | $3,357-17.5% | $14,365-80.7% |