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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 | $12,118 | $43,075-71.9% | $74,577-83.8% | $62,881-80.7% |
| Participation rate | 34.5% | 58.1%-23.6pp | 68.1%-33.6pp | 69.3%-34.8pp |
| Annual return | 10.93% | 17.50%-6.6pp | 20.47%-9.5pp | 20.14%-9.2pp |
| Employer contribution / active EE | $568 | $1,498-62.1% | $2,525-77.5% | $2,281-75.1% |
| Participant deferral / active EE | $1,533 | $2,389-35.8% | $3,458-55.7% | $3,203-52.1% |
| Admin fee / account holder | $1,137 | $2,840-60.0% | $4,138-72.5% | $4,296-73.5% |