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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 | $10,117 | $46,599-78.3% | $64,101-84.2% | $75,173-86.5% |
| Participation rate | 12.1% | 65.9%-53.8pp | 72.3%-60.2pp | 67.2%-55.1pp |
| Annual return | 32.20% | 26.06%+6.1pp | 33.72%-1.5pp | 160.72%-128.5pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $965 | $2,837-66.0% | $3,881-75.1% | $4,126-76.6% |
| Admin fee / account holder | $652 | $2,956-77.9% | $3,070-78.8% | $5,651-88.5% |