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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 | $5,892 | $25,014-76.4% | $69,632-91.5% | $80,959-92.7% |
| Participation rate | 63.3% | 64.2%-0.9pp | 66.4%-3.2pp | 67.7%-4.4pp |
| Annual return | 14.19% | 19.08%-4.9pp | 101.32%-87.1pp | 35.67%-21.5pp |
| Employer contribution / active EE | $373 | $991-62.4% | $1,708-78.2% | $2,757-86.5% |
| Participant deferral / active EE | $1,418 | $1,840-22.9% | $2,889-50.9% | $4,300-67.0% |
| Admin fee / account holder | $1,427 | $2,491-42.7% | $4,695-69.6% | $6,925-79.4% |