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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 | $46,534-66.8% | $64,097-75.9% | $75,177-79.4% |
| Participation rate | 69.8% | 65.9%+3.8pp | 72.3%-2.6pp | 67.2%+2.6pp |
| Annual return | 13.41% | 26.07%-12.7pp | 33.75%-20.3pp | 160.75%-147.3pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,892 | $2,835-33.3% | $3,881-51.3% | $4,126-54.2% |
| Admin fee / account holder | $927 | $2,957-68.7% | $3,070-69.8% | $5,651-83.6% |