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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 | $12,035 | $57,057-78.9% | $85,009-85.8% | $80,874-85.1% |
| Participation rate | 27.7% | 56.4%-28.7pp | 67.5%-39.8pp | 67.6%-40.0pp |
| Annual return | 10.68% | 21.66%-11.0pp | 66.47%-55.8pp | 35.62%-24.9pp |
| Employer contribution / active EE | $1,015 | $1,799-43.6% | $2,728-62.8% | $2,756-63.2% |
| Participant deferral / active EE | $1,381 | $3,112-55.6% | $4,522-69.5% | $4,297-67.9% |
| Admin fee / account holder | $3,891 | $4,986-22.0% | $6,153-36.8% | $6,935-43.9% |