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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 | $5,272 | $87,166-94.0% | $76,735-93.1% | $137,256-96.2% |
| Participation rate | 61.5% | 74.4%-12.8pp | 69.5%-8.0pp | 80.0%-18.4pp |
| Annual return | 22.39% | 26.50%-4.1pp | 29.77%-7.4pp | 220.34%-197.9pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,703 | $4,726-64.0% | $4,088-58.4% | $6,407-73.4% |
| Admin fee / account holder | $1,472 | $8,403-82.5% | $7,189-79.5% | $12,270-88.0% |