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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 | $1,106 | $69,118-98.4% | $53,647-97.9% | $138,895-99.2% |
| Participation rate | 69.2% | 64.0%+5.3pp | 56.3%+13.0pp | 79.9%-10.7pp |
| Annual return | 23.81% | 248.26%-224.5pp | 358.33%-334.5pp | 145.39%-121.6pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $614 | $2,274-73.0% | $1,813-66.1% | $6,396-90.4% |
| Admin fee / account holder | $516 | $2,724-81.0% | $2,460-79.0% | $12,562-95.9% |