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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 | $2,892 | $22,602-87.2% | $65,328-95.6% | $75,181-96.2% |
| Participation rate | 65.1% | 63.1%+2.0pp | 64.9%+0.1pp | 67.2%-2.1pp |
| Annual return | 34.71% | 71.13%-36.4pp | 47.39%-12.7pp | 160.69%-126.0pp |
| Employer contribution / active EE | $562 | $941-40.2% | $1,692-66.8% | $2,671-78.9% |
| Participant deferral / active EE | $1,150 | $1,695-32.1% | $2,832-59.4% | $4,126-72.1% |
| Admin fee / account holder | $542 | $1,877-71.2% | $4,116-86.8% | $5,650-90.4% |