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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 | $15,728 | $94,439-83.3% | $73,658-78.6% | $154,746-89.8% |
| Participation rate | 64.3% | 64.7%-0.4pp | 57.0%+7.2pp | 80.7%-16.4pp |
| Annual return | 12.63% | 28.25%-15.6pp | 29.72%-17.1pp | 172.34%-159.7pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,137 | $2,527-55.0% | $2,062-44.9% | $6,730-83.1% |
| Admin fee / account holder | $1,068 | $3,843-72.2% | $3,357-68.2% | $14,365-92.6% |