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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 | $6,476 | $57,590-88.8% | $86,233-92.5% | $82,448-92.1% |
| Participation rate | 58.3% | 57.9%+0.5pp | 69.0%-10.7pp | 68.1%-9.7pp |
| Annual return | 15.64% | 22.41%-6.8pp | 61.39%-45.8pp | 41.64%-26.0pp |
| Employer contribution / active EE | $267 | $1,655-83.9% | $2,504-89.3% | $2,551-89.5% |
| Participant deferral / active EE | $1,015 | $3,080-67.1% | $4,559-77.7% | $4,139-75.5% |
| Admin fee / account holder | $1,275 | $4,730-73.0% | $8,342-84.7% | $7,234-82.4% |