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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 | $15,469 | $46,596-66.8% | $64,099-75.9% | $75,181-79.4% |
| Participation rate | 69.8% | 65.9%+3.8pp | 72.3%-2.5pp | 67.2%+2.6pp |
| Annual return | 13.41% | 26.04%-12.6pp | 33.70%-20.3pp | 160.69%-147.3pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,748-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,892 | $2,837-33.3% | $3,881-51.3% | $4,126-54.2% |
| Admin fee / account holder | $927 | $2,954-68.6% | $3,070-69.8% | $5,650-83.6% |