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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 | $6,488 | $23,330-72.2% | $64,489-89.9% | $82,448-92.1% |
| Participation rate | 67.6% | 68.3%-0.7pp | 67.7%-0.1pp | 68.1%-0.5pp |
| Annual return | 19.08% | 83.66%-64.6pp | 55.03%-35.9pp | 41.64%-22.6pp |
| Employer contribution / active EE | $622 | $824-24.6% | $1,523-59.2% | $2,551-75.6% |
| Participant deferral / active EE | $1,844 | $1,707+8.0% | $2,778-33.6% | $4,139-55.5% |
| Admin fee / account holder | $1,250 | $2,946-57.6% | $4,260-70.7% | $7,234-82.7% |