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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 | $5,503 | $51,202-89.3% | $70,548-92.2% | $75,181-92.7% |
| Participation rate | 58.3% | 61.0%-2.6pp | 68.3%-10.0pp | 67.2%-8.9pp |
| Annual return | 21.46% | 30.05%-8.6pp | 32.78%-11.3pp | 160.69%-139.2pp |
| Employer contribution / active EE | $800 | $1,827-56.2% | $2,975-73.1% | $2,671-70.1% |
| Participant deferral / active EE | $1,192 | $2,850-58.2% | $4,567-73.9% | $4,126-71.1% |
| Admin fee / account holder | $1,098 | $4,094-73.2% | $6,424-82.9% | $5,650-80.6% |