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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 | $11,447 | $51,207-77.6% | $70,565-83.8% | $75,177-84.8% |
| Participation rate | 28.1% | 61.0%-32.8pp | 68.4%-40.2pp | 67.2%-39.1pp |
| Annual return | 30.13% | 30.05%+0.1pp | 32.79%-2.7pp | 160.75%-130.6pp |
| Employer contribution / active EE | $1,010 | $1,826-44.7% | $2,976-66.1% | $2,671-62.2% |
| Participant deferral / active EE | $2,517 | $2,850-11.7% | $4,568-44.9% | $4,126-39.0% |
| Admin fee / account holder | $742 | $4,097-81.9% | $6,430-88.5% | $5,651-86.9% |