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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 | $3,429 | $25,014-86.3% | $69,623-95.1% | $80,935-95.8% |
| Participation rate | 67.6% | 64.2%+3.4pp | 66.4%+1.2pp | 67.7%0pp |
| Annual return | 16.46% | 19.08%-2.6pp | 101.23%-84.8pp | 35.66%-19.2pp |
| Employer contribution / active EE | $550 | $991-44.5% | $1,709-67.8% | $2,757-80.0% |
| Participant deferral / active EE | $1,472 | $1,840-20.0% | $2,890-49.1% | $4,299-65.8% |
| Admin fee / account holder | $1,729 | $2,491-30.6% | $4,696-63.2% | $6,924-75.0% |