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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 | $10,975 | $107,030-89.7% | $73,550-85.1% | $147,586-92.6% |
| Participation rate | 50.0% | 66.4%-16.4pp | 54.9%-4.9pp | 82.8%-32.8pp |
| Annual return | 10.38% | 38.25%-27.9pp | -15.16%+25.5pp | 578.59%-568.2pp |
| Employer contribution / active EE | $1,744 | $1,760-0.9% | $1,219+43.1% | $4,876-64.2% |
| Participant deferral / active EE | $2,061 | $2,458-16.2% | $1,804+14.2% | $5,439-62.1% |
| Admin fee / account holder | $2,584 | $3,055-15.4% | $2,320+11.4% | $10,886-76.3% |