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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 | $5,617 | $25,014-77.5% | $69,632-91.9% | $80,959-93.1% |
| Participation rate | 67.1% | 64.2%+2.9pp | 66.4%+0.7pp | 67.7%-0.6pp |
| Annual return | 17.21% | 19.08%-1.9pp | 101.32%-84.1pp | 35.67%-18.5pp |
| Employer contribution / active EE | $712 | $991-28.2% | $1,708-58.3% | $2,757-74.2% |
| Participant deferral / active EE | $1,653 | $1,840-10.1% | $2,889-42.8% | $4,300-61.6% |
| Admin fee / account holder | $2,336 | $2,491-6.2% | $4,695-50.3% | $6,925-66.3% |