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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 | $6,589 | $51,222-87.1% | $70,544-90.7% | $75,173-91.2% |
| Participation rate | 21.9% | 61.0%-39.1pp | 68.4%-46.5pp | 67.2%-45.3pp |
| Annual return | 35.27% | 30.06%+5.2pp | 32.79%+2.5pp | 160.72%-125.4pp |
| Employer contribution / active EE | $590 | $1,827-67.7% | $2,976-80.2% | $2,671-77.9% |
| Participant deferral / active EE | $914 | $2,850-67.9% | $4,568-80.0% | $4,126-77.8% |
| Admin fee / account holder | $824 | $4,096-79.9% | $6,427-87.2% | $5,651-85.4% |