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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 | $6,480 | $36,948-82.5% | $73,658-91.2% | $87,485-92.6% |
| Participation rate | 34.3% | 46.8%-12.5pp | 57.0%-22.8pp | 68.9%-34.6pp |
| Annual return | 18.42% | 28.64%-10.2pp | 29.72%-11.3pp | 26.06%-7.6pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,079 | $1,379-21.7% | $2,062-47.7% | $4,274-74.7% |
| Admin fee / account holder | $1,062 | $2,531-58.0% | $3,357-68.3% | $7,775-86.3% |