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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 | $91,329 | $74,879,922-99.9% | $40,145,923-99.8% | $273,972-66.7% |
| Participation rate | 65.0% | 74.1%-9.1pp | 68.4%-3.4pp | 83.0%-18.0pp |
| Annual return | 7.58% | 2.55%+5.0pp | 5.24%+2.3pp | 41.46%-33.9pp |
| Employer contribution / active EE | $662 | $2,350-71.8% | $1,844-64.1% | $4,869-86.4% |
| Participant deferral / active EE | $1,089 | $2,962-63.2% | $2,591-58.0% | $5,287-79.4% |
| Admin fee / account holder | $2,476 | $3,725-33.5% | $2,903-14.7% | $10,133-75.6% |