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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 | $12,679 | $112,729-88.8% | $98,716-87.2% | $137,256-90.8% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 26.03% | 38.48%-12.5pp | 31.81%-5.8pp | 220.34%-194.3pp |
| Employer contribution / active EE | $2,056 | $2,725-24.6% | $2,279-9.8% | $4,156-50.5% |
| Participant deferral / active EE | $3,743 | $4,640-19.3% | $4,048-7.5% | $6,407-41.6% |
| Admin fee / account holder | $1,887 | $10,129-81.4% | $8,703-78.3% | $12,270-84.6% |