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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 | $10,415 | $41,016-74.6% | $152,093-93.2% | $64,097-83.8% |
| Participation rate | 64.3% | 51.3%+12.9pp | 77.8%-13.5pp | 55.2%+9.1pp |
| Annual return | 20.08% | 39.60%-19.5pp | 66.36%-46.3pp | 34.64%-14.6pp |
| Employer contribution / active EE | $0 | $1,342-100.0% | $4,175-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $2,371 | $1,927+23.0% | $5,451-56.5% | $3,080-23.0% |
| Admin fee / account holder | $773 | $2,305-66.5% | $14,497-94.7% | $3,454-77.6% |