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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 | $22,059 | $77,817-71.7% | $123,553-82.1% | $64,173-65.6% |
| Participation rate | 66.7% | 74.7%-8.0pp | 82.3%-15.6pp | 69.6%-2.9pp |
| Annual return | 2.08% | 12.49%-10.4pp | 119.21%-117.1pp | 7.63%-5.6pp |
| Employer contribution / active EE | $700 | $3,014-76.8% | $4,628-84.9% | $2,381-70.6% |
| Participant deferral / active EE | $4,354 | $5,240-16.9% | $6,426-32.2% | $3,470+25.5% |
| Admin fee / account holder | $369 | $5,519-93.3% | $9,284-96.0% | $4,887-92.5% |