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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 | $3,773 | $25,014-84.9% | $69,632-94.6% | $80,959-95.3% |
| Participation rate | 53.7% | 64.2%-10.5pp | 66.4%-12.7pp | 67.7%-14.0pp |
| Annual return | 18.31% | 19.08%-0.8pp | 101.32%-83.0pp | 35.67%-17.4pp |
| Employer contribution / active EE | $374 | $991-62.3% | $1,708-78.1% | $2,757-86.4% |
| Participant deferral / active EE | $850 | $1,840-53.8% | $2,889-70.6% | $4,300-80.2% |
| Admin fee / account holder | $1,006 | $2,491-59.6% | $4,695-78.6% | $6,925-85.5% |