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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 | $4,756 | $25,014-81.0% | $69,623-93.2% | $80,935-94.1% |
| Participation rate | 69.6% | 64.2%+5.4pp | 66.4%+3.2pp | 67.7%+2.0pp |
| Annual return | 12.73% | 19.08%-6.4pp | 101.23%-88.5pp | 35.66%-22.9pp |
| Employer contribution / active EE | $695 | $991-29.9% | $1,709-59.3% | $2,757-74.8% |
| Participant deferral / active EE | $1,374 | $1,840-25.3% | $2,890-52.5% | $4,299-68.0% |
| Admin fee / account holder | $1,070 | $2,491-57.0% | $4,696-77.2% | $6,924-84.5% |