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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 | $7,294 | $75,541-90.3% | $152,093-95.2% | $82,637-91.2% |
| Participation rate | 68.0% | 66.5%+1.5pp | 77.8%-9.8pp | 68.1%-0.1pp |
| Annual return | 38.76% | 32.56%+6.2pp | 66.36%-27.6pp | 53.51%-14.7pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,706 | $3,206+15.6% | $5,451-32.0% | $4,126-10.2% |
| Admin fee / account holder | $329 | $6,405-94.9% | $14,497-97.7% | $7,339-95.5% |