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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 | $4,233 | $25,014-83.1% | $69,632-93.9% | $80,959-94.8% |
| Participation rate | 50.9% | 64.2%-13.3pp | 66.4%-15.5pp | 67.7%-16.8pp |
| Annual return | 16.17% | 19.08%-2.9pp | 101.32%-85.2pp | 35.67%-19.5pp |
| Employer contribution / active EE | $329 | $991-66.8% | $1,708-80.8% | $2,757-88.1% |
| Participant deferral / active EE | $1,202 | $1,840-34.7% | $2,889-58.4% | $4,300-72.0% |
| Admin fee / account holder | $1,264 | $2,491-49.3% | $4,695-73.1% | $6,925-81.8% |