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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 | $6,679 | $25,014-73.3% | $69,460-90.4% | $80,911-91.7% |
| Participation rate | 68.5% | 64.2%+4.3pp | 66.4%+2.1pp | 67.6%+0.9pp |
| Annual return | 17.98% | 19.08%-1.1pp | 100.80%-82.8pp | 35.63%-17.7pp |
| Employer contribution / active EE | $674 | $991-32.0% | $1,714-60.7% | $2,756-75.5% |
| Participant deferral / active EE | $1,967 | $1,839+7.0% | $2,890-31.9% | $4,297-54.2% |
| Admin fee / account holder | $903 | $2,491-63.7% | $4,695-80.8% | $6,935-87.0% |