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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 | $6,627 | $36,948-82.1% | $73,658-91.0% | $87,485-92.4% |
| Participation rate | 64.2% | 46.8%+17.3pp | 57.0%+7.1pp | 68.9%-4.8pp |
| Annual return | 16.27% | 28.64%-12.4pp | 29.72%-13.5pp | 26.06%-9.8pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,836 | $1,379+33.2% | $2,062-10.9% | $4,274-57.0% |
| Admin fee / account holder | $574 | $2,531-77.3% | $3,357-82.9% | $7,775-92.6% |