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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 | $7,458 | $57,590-87.0% | $86,233-91.4% | $82,448-91.0% |
| Participation rate | 64.9% | 57.9%+7.0pp | 69.0%-4.2pp | 68.1%-3.2pp |
| Annual return | 20.19% | 22.41%-2.2pp | 61.39%-41.2pp | 41.64%-21.5pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,577 | $3,080-16.3% | $4,559-43.5% | $4,139-37.7% |
| Admin fee / account holder | $978 | $4,730-79.3% | $8,342-88.3% | $7,234-86.5% |