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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 | $7,389 | $25,014-70.5% | $69,632-89.4% | $80,959-90.9% |
| Participation rate | 59.6% | 64.2%-4.6pp | 66.4%-6.8pp | 67.7%-8.0pp |
| Annual return | 14.65% | 19.08%-4.4pp | 101.32%-86.7pp | 35.67%-21.0pp |
| Employer contribution / active EE | $604 | $991-39.0% | $1,708-64.6% | $2,757-78.1% |
| Participant deferral / active EE | $1,690 | $1,840-8.1% | $2,889-41.5% | $4,300-60.7% |
| Admin fee / account holder | $1,009 | $2,491-59.5% | $4,695-78.5% | $6,925-85.4% |