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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 | $4,760 | $25,014-81.0% | $69,632-93.2% | $80,959-94.1% |
| Participation rate | 66.7% | 64.2%+2.5pp | 66.4%+0.2pp | 67.7%-1.0pp |
| Annual return | 17.88% | 19.08%-1.2pp | 101.32%-83.4pp | 35.67%-17.8pp |
| Employer contribution / active EE | $715 | $991-27.9% | $1,708-58.1% | $2,757-74.1% |
| Participant deferral / active EE | $1,486 | $1,840-19.2% | $2,889-48.6% | $4,300-65.5% |
| Admin fee / account holder | $1,943 | $2,491-22.0% | $4,695-58.6% | $6,925-71.9% |