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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 | $3,288 | $69,118-95.2% | $53,647-93.9% | $138,895-97.6% |
| Participation rate | 58.3% | 64.0%-5.6pp | 56.3%+2.1pp | 79.9%-21.6pp |
| Annual return | 23.57% | 248.26%-224.7pp | 358.33%-334.8pp | 145.39%-121.8pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $597 | $2,274-73.7% | $1,813-67.1% | $6,396-90.7% |
| Admin fee / account holder | $610 | $2,724-77.6% | $2,460-75.2% | $12,562-95.1% |