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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 | $5,067 | $25,014-79.7% | $69,632-92.7% | $80,959-93.7% |
| Participation rate | 65.1% | 64.2%+0.9pp | 66.4%-1.3pp | 67.7%-2.6pp |
| Annual return | 17.77% | 19.08%-1.3pp | 101.32%-83.6pp | 35.67%-17.9pp |
| Employer contribution / active EE | $706 | $991-28.8% | $1,708-58.7% | $2,757-74.4% |
| Participant deferral / active EE | $1,521 | $1,840-17.3% | $2,889-47.4% | $4,300-64.6% |
| Admin fee / account holder | $881 | $2,491-64.6% | $4,695-81.2% | $6,925-87.3% |