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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 | $5,901 | $49,024-88.0% | $112,860-94.8% | $87,485-93.3% |
| Participation rate | 63.9% | 62.2%+1.7pp | 66.3%-2.4pp | 68.9%-5.0pp |
| Annual return | 20.99% | 43.86%-22.9pp | 35.26%-14.3pp | 26.06%-5.1pp |
| Employer contribution / active EE | $647 | $1,290-49.8% | $2,206-70.7% | $2,596-75.1% |
| Participant deferral / active EE | $1,693 | $2,209-23.4% | $3,493-51.5% | $4,274-60.4% |
| Admin fee / account holder | $2,203 | $6,266-64.8% | $6,841-67.8% | $7,775-71.7% |