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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 | $6,670 | $25,014-73.3% | $69,623-90.4% | $80,935-91.8% |
| Participation rate | 64.1% | 64.2%-0.1pp | 66.4%-2.3pp | 67.7%-3.6pp |
| Annual return | 14.48% | 19.08%-4.6pp | 101.23%-86.7pp | 35.66%-21.2pp |
| Employer contribution / active EE | $660 | $991-33.4% | $1,709-61.4% | $2,757-76.1% |
| Participant deferral / active EE | $2,047 | $1,840+11.3% | $2,890-29.2% | $4,299-52.4% |
| Admin fee / account holder | $1,994 | $2,491-20.0% | $4,696-57.5% | $6,924-71.2% |