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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 | $3,587 | $25,014-85.7% | $69,632-94.8% | $80,959-95.6% |
| Participation rate | 52.3% | 64.2%-11.9pp | 66.4%-14.1pp | 67.7%-15.3pp |
| Annual return | 16.18% | 19.08%-2.9pp | 101.32%-85.1pp | 35.67%-19.5pp |
| Employer contribution / active EE | $412 | $991-58.4% | $1,708-75.9% | $2,757-85.1% |
| Participant deferral / active EE | $902 | $1,840-50.9% | $2,889-68.8% | $4,300-79.0% |
| Admin fee / account holder | $679 | $2,491-72.7% | $4,695-85.5% | $6,925-90.2% |