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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 | $4,894 | $25,014-80.4% | $69,623-93.0% | $80,935-94.0% |
| Participation rate | 52.5% | 64.2%-11.7pp | 66.4%-13.9pp | 67.7%-15.2pp |
| Annual return | 29.08% | 19.08%+10.0pp | 101.23%-72.2pp | 35.66%-6.6pp |
| Employer contribution / active EE | $541 | $991-45.4% | $1,709-68.3% | $2,757-80.4% |
| Participant deferral / active EE | $1,219 | $1,840-33.8% | $2,890-57.8% | $4,299-71.7% |
| Admin fee / account holder | $1,013 | $2,491-59.3% | $4,696-78.4% | $6,924-85.4% |