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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 | $6,157 | $22,602-72.8% | $65,566-90.6% | $75,173-91.8% |
| Participation rate | 57.8% | 63.1%-5.2pp | 64.9%-7.1pp | 67.2%-9.4pp |
| Annual return | 24.96% | 71.13%-46.2pp | 47.40%-22.4pp | 160.72%-135.8pp |
| Employer contribution / active EE | $600 | $941-36.2% | $1,692-64.5% | $2,671-77.5% |
| Participant deferral / active EE | $1,054 | $1,695-37.8% | $2,832-62.8% | $4,126-74.4% |
| Admin fee / account holder | $495 | $1,877-73.6% | $4,114-88.0% | $5,651-91.2% |