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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 | $2,643 | $94,439-97.2% | $73,658-96.4% | $154,746-98.3% |
| Participation rate | 58.3% | 64.7%-6.3pp | 57.0%+1.3pp | 80.7%-22.4pp |
| Annual return | 25.38% | 28.25%-2.9pp | 29.72%-4.3pp | 172.34%-147.0pp |
| Employer contribution / active EE | $351 | $1,257-72.1% | $1,032-66.0% | $4,379-92.0% |
| Participant deferral / active EE | $475 | $2,527-81.2% | $2,062-77.0% | $6,730-92.9% |
| Admin fee / account holder | $553 | $3,843-85.6% | $3,357-83.5% | $14,365-96.2% |