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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 | $12,974 | $112,729-88.5% | $98,716-86.9% | $137,256-90.5% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 38.90% | 38.48%+0.4pp | 31.81%+7.1pp | 220.34%-181.4pp |
| Employer contribution / active EE | $2,757 | $2,725+1.2% | $2,279+21.0% | $4,156-33.7% |
| Participant deferral / active EE | $2,769 | $4,640-40.3% | $4,048-31.6% | $6,407-56.8% |
| Admin fee / account holder | $2,412 | $10,129-76.2% | $8,703-72.3% | $12,270-80.3% |