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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 | $6,585 | $25,014-73.7% | $69,623-90.5% | $80,935-91.9% |
| Participation rate | 64.6% | 64.2%+0.4pp | 66.4%-1.8pp | 67.7%-3.0pp |
| Annual return | 15.18% | 19.08%-3.9pp | 101.23%-86.1pp | 35.66%-20.5pp |
| Employer contribution / active EE | $556 | $991-43.9% | $1,709-67.4% | $2,757-79.8% |
| Participant deferral / active EE | $1,595 | $1,840-13.3% | $2,890-44.8% | $4,299-62.9% |
| Admin fee / account holder | $1,165 | $2,491-53.2% | $4,696-75.2% | $6,924-83.2% |