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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 | $10,661 | $51,202-79.2% | $70,548-84.9% | $75,181-85.8% |
| Participation rate | 47.2% | 61.0%-13.7pp | 68.3%-21.1pp | 67.2%-20.0pp |
| Annual return | 27.97% | 30.05%-2.1pp | 32.78%-4.8pp | 160.69%-132.7pp |
| Employer contribution / active EE | $1,511 | $1,827-17.3% | $2,975-49.2% | $2,671-43.4% |
| Participant deferral / active EE | $3,052 | $2,850+7.1% | $4,567-33.2% | $4,126-26.0% |
| Admin fee / account holder | $1,855 | $4,094-54.7% | $6,424-71.1% | $5,650-67.2% |