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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 | $3,929 | $25,014-84.3% | $69,623-94.4% | $80,935-95.1% |
| Participation rate | 66.7% | 64.2%+2.5pp | 66.4%+0.2pp | 67.7%-1.0pp |
| Annual return | 17.82% | 19.08%-1.3pp | 101.23%-83.4pp | 35.66%-17.8pp |
| Employer contribution / active EE | $590 | $991-40.5% | $1,709-65.5% | $2,757-78.6% |
| Participant deferral / active EE | $2,094 | $1,840+13.8% | $2,890-27.5% | $4,299-51.3% |
| Admin fee / account holder | $1,190 | $2,491-52.2% | $4,696-74.7% | $6,924-82.8% |