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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 | $88,996-94.1% | $78,004-93.2% | $138,895-96.2% |
| Participation rate | 61.5% | 74.4%-12.8pp | 69.4%-7.9pp | 79.9%-18.4pp |
| Annual return | 22.39% | 28.03%-5.6pp | 31.07%-8.7pp | 145.39%-123.0pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,703 | $4,724-64.0% | $4,092-58.4% | $6,396-73.4% |
| Admin fee / account holder | $1,472 | $8,807-83.3% | $7,578-80.6% | $12,562-88.3% |