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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 | $57,140-78.9% | $85,240-85.9% | $80,959-85.1% |
| Participation rate | 27.7% | 56.4%-28.8pp | 67.5%-39.9pp | 67.7%-40.0pp |
| Annual return | 10.68% | 21.71%-11.0pp | 66.75%-56.1pp | 35.67%-25.0pp |
| Employer contribution / active EE | $1,015 | $1,802-43.7% | $2,735-62.9% | $2,757-63.2% |
| Participant deferral / active EE | $1,381 | $3,115-55.7% | $4,527-69.5% | $4,300-67.9% |
| Admin fee / account holder | $3,891 | $4,992-22.1% | $6,165-36.9% | $6,925-43.8% |