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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 | $3,152 | $24,891-87.3% | $69,632-95.5% | $74,478-95.8% |
| Participation rate | 67.9% | 63.4%+4.4pp | 66.4%+1.4pp | 67.2%+0.6pp |
| Annual return | 19.99% | 18.53%+1.5pp | 101.32%-81.3pp | 1370.56%-1350.6pp |
| Employer contribution / active EE | $598 | $1,005-40.5% | $1,708-65.0% | $2,626-77.2% |
| Participant deferral / active EE | $1,311 | $1,908-31.3% | $2,889-54.6% | $4,350-69.9% |
| Admin fee / account holder | $509 | $1,904-73.3% | $4,695-89.2% | $1,946-73.8% |