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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 | $4,402 | $25,014-82.4% | $69,632-93.7% | $80,959-94.6% |
| Participation rate | 57.7% | 64.2%-6.5pp | 66.4%-8.7pp | 67.7%-10.0pp |
| Annual return | 11.74% | 19.08%-7.3pp | 101.32%-89.6pp | 35.67%-23.9pp |
| Employer contribution / active EE | $376 | $991-62.0% | $1,708-78.0% | $2,757-86.3% |
| Participant deferral / active EE | $1,255 | $1,840-31.8% | $2,889-56.5% | $4,300-70.8% |
| Admin fee / account holder | $1,115 | $2,491-55.2% | $4,695-76.3% | $6,925-83.9% |