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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 | $11,913 | $51,222-76.7% | $70,544-83.1% | $75,173-84.2% |
| Participation rate | 36.7% | 61.0%-24.3pp | 68.4%-31.7pp | 67.2%-30.5pp |
| Annual return | 43.71% | 30.06%+13.7pp | 32.79%+10.9pp | 160.72%-117.0pp |
| Employer contribution / active EE | $1,655 | $1,827-9.4% | $2,976-44.4% | $2,671-38.1% |
| Participant deferral / active EE | $2,534 | $2,850-11.1% | $4,568-44.5% | $4,126-38.6% |
| Admin fee / account holder | $1,163 | $4,096-71.6% | $6,427-81.9% | $5,651-79.4% |