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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 | $24,139 | $74,879,922-100.0% | $40,145,923-99.9% | $273,972-91.2% |
| Participation rate | 63.6% | 74.1%-10.4pp | 68.4%-4.8pp | 83.0%-19.4pp |
| Annual return | 7.53% | 2.55%+5.0pp | 5.24%+2.3pp | 41.46%-33.9pp |
| Employer contribution / active EE | $0 | $2,350-100.0% | $1,844-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,926 | $2,962-35.0% | $2,591-25.7% | $5,287-63.6% |
| Admin fee / account holder | $1,536 | $3,725-58.7% | $2,903-47.1% | $10,133-84.8% |