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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 | $4,946 | $25,014-80.2% | $69,632-92.9% | $80,959-93.9% |
| Participation rate | 57.5% | 64.2%-6.7pp | 66.4%-9.0pp | 67.7%-10.2pp |
| Annual return | 16.44% | 19.08%-2.6pp | 101.32%-84.9pp | 35.67%-19.2pp |
| Employer contribution / active EE | $536 | $991-45.9% | $1,708-68.6% | $2,757-80.6% |
| Participant deferral / active EE | $1,311 | $1,840-28.8% | $2,889-54.6% | $4,300-69.5% |
| Admin fee / account holder | $1,233 | $2,491-50.5% | $4,695-73.7% | $6,925-82.2% |