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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 | $11,588 | $58,627-80.2% | $76,735-84.9% | $82,448-85.9% |
| Participation rate | 27.0% | 63.2%-36.2pp | 69.5%-42.5pp | 68.1%-41.0pp |
| Annual return | 47.64% | 39.10%+8.5pp | 29.77%+17.9pp | 41.64%+6.0pp |
| Employer contribution / active EE | $528 | $1,729-69.5% | $2,454-78.5% | $2,551-79.3% |
| Participant deferral / active EE | $1,466 | $3,134-53.2% | $4,088-64.1% | $4,139-64.6% |
| Admin fee / account holder | $2,708 | $5,323-49.1% | $7,189-62.3% | $7,234-62.6% |