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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 | $83,793 | $105,623-20.7% | $87,502-4.2% | $273,972-69.4% |
| Participation rate | 33.3% | 78.2%-44.9pp | 73.8%-40.5pp | 83.0%-49.7pp |
| Annual return | 2.21% | 12.26%-10.0pp | 12.21%-10.0pp | 41.46%-39.2pp |
| Employer contribution / active EE | $443 | $3,141-85.9% | $2,550-82.6% | $4,869-90.9% |
| Participant deferral / active EE | $6,000 | $3,601+66.6% | $3,149+90.6% | $5,287+13.5% |
| Admin fee / account holder | $587 | $4,781-87.7% | $4,221-86.1% | $10,133-94.2% |