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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 | $9,034 | $51,222-82.4% | $70,544-87.2% | $75,173-88.0% |
| Participation rate | 68.9% | 61.0%+7.9pp | 68.4%+0.5pp | 67.2%+1.7pp |
| Annual return | 14.12% | 30.06%-15.9pp | 32.79%-18.7pp | 160.72%-146.6pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,976-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,360 | $2,850-52.3% | $4,568-70.2% | $4,126-67.1% |
| Admin fee / account holder | $1,189 | $4,096-71.0% | $6,427-81.5% | $5,651-79.0% |