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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 | $57,061-76.2% | $85,063-84.0% | $80,911-83.2% |
| Participation rate | 67.0% | 56.3%+10.7pp | 67.5%-0.5pp | 67.6%-0.6pp |
| Annual return | 18.01% | 21.66%-3.7pp | 66.54%-48.5pp | 35.63%-17.6pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,727-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $932 | $3,110-70.0% | $4,523-79.4% | $4,297-78.3% |
| Admin fee / account holder | $428 | $4,986-91.4% | $6,155-93.0% | $6,935-93.8% |