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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 | $7,533 | $25,014-69.9% | $69,632-89.2% | $80,959-90.7% |
| Participation rate | 66.2% | 64.2%+2.0pp | 66.4%-0.2pp | 67.7%-1.4pp |
| Annual return | 13.89% | 19.08%-5.2pp | 101.32%-87.4pp | 35.67%-21.8pp |
| Employer contribution / active EE | $578 | $991-41.7% | $1,708-66.2% | $2,757-79.0% |
| Participant deferral / active EE | $2,370 | $1,840+28.8% | $2,889-18.0% | $4,300-44.9% |
| Admin fee / account holder | $1,599 | $2,491-35.8% | $4,695-65.9% | $6,925-76.9% |