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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 | $7,527 | $25,014-69.9% | $69,632-89.2% | $80,959-90.7% |
| Participation rate | 67.5% | 64.2%+3.3pp | 66.4%+1.1pp | 67.7%-0.1pp |
| Annual return | 14.56% | 19.08%-4.5pp | 101.32%-86.8pp | 35.67%-21.1pp |
| Employer contribution / active EE | $649 | $991-34.5% | $1,708-62.0% | $2,757-76.5% |
| Participant deferral / active EE | $1,916 | $1,840+4.2% | $2,889-33.7% | $4,300-55.4% |
| Admin fee / account holder | $1,851 | $2,491-25.7% | $4,695-60.6% | $6,925-73.3% |