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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 | $2,621 | $25,014-89.5% | $69,632-96.2% | $80,959-96.8% |
| Participation rate | 65.8% | 64.2%+1.6pp | 66.4%-0.6pp | 67.7%-1.9pp |
| Annual return | 16.01% | 19.08%-3.1pp | 101.32%-85.3pp | 35.67%-19.7pp |
| Employer contribution / active EE | $875 | $991-11.8% | $1,708-48.8% | $2,757-68.3% |
| Participant deferral / active EE | $1,955 | $1,840+6.3% | $2,889-32.3% | $4,300-54.5% |
| Admin fee / account holder | $345 | $2,491-86.2% | $4,695-92.7% | $6,925-95.0% |