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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 | $2,516 | $25,014-89.9% | $69,623-96.4% | $80,935-96.9% |
| Participation rate | 67.9% | 64.2%+3.7pp | 66.4%+1.5pp | 67.7%+0.3pp |
| Annual return | 20.14% | 19.08%+1.1pp | 101.23%-81.1pp | 35.66%-15.5pp |
| Employer contribution / active EE | $426 | $991-57.0% | $1,709-75.1% | $2,757-84.5% |
| Participant deferral / active EE | $923 | $1,840-49.8% | $2,890-68.1% | $4,299-78.5% |
| Admin fee / account holder | $1,133 | $2,491-54.5% | $4,696-75.9% | $6,924-83.6% |