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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 | $3,692 | $94,439-96.1% | $73,658-95.0% | $154,746-97.6% |
| Participation rate | 66.7% | 64.7%+2.0pp | 57.0%+9.6pp | 80.7%-14.0pp |
| Annual return | 17.39% | 28.25%-10.9pp | 29.72%-12.3pp | 172.34%-154.9pp |
| Employer contribution / active EE | $6 | $1,257-99.5% | $1,032-99.4% | $4,379-99.9% |
| Participant deferral / active EE | $699 | $2,527-72.4% | $2,062-66.1% | $6,730-89.6% |
| Admin fee / account holder | $331 | $3,843-91.4% | $3,357-90.1% | $14,365-97.7% |