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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 | $13,211 | $51,202-74.2% | $70,548-81.3% | $75,181-82.4% |
| Participation rate | 47.9% | 61.0%-13.0pp | 68.3%-20.4pp | 67.2%-19.3pp |
| Annual return | 25.35% | 30.05%-4.7pp | 32.78%-7.4pp | 160.69%-135.3pp |
| Employer contribution / active EE | $2,020 | $1,827+10.6% | $2,975-32.1% | $2,671-24.4% |
| Participant deferral / active EE | $1,934 | $2,850-32.1% | $4,567-57.7% | $4,126-53.1% |
| Admin fee / account holder | $492 | $4,094-88.0% | $6,424-92.3% | $5,650-91.3% |