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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 | $13,604 | $57,119-76.2% | $85,187-84.0% | $80,935-83.2% |
| Participation rate | 67.0% | 56.4%+10.6pp | 67.5%-0.5pp | 67.7%-0.6pp |
| Annual return | 18.01% | 21.70%-3.7pp | 66.67%-48.7pp | 35.66%-17.6pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $932 | $3,115-70.1% | $4,525-79.4% | $4,299-78.3% |
| Admin fee / account holder | $428 | $4,990-91.4% | $6,162-93.1% | $6,924-93.8% |