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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 | $19,468 | $74,879,922-100.0% | $40,145,923-100.0% | $273,972-92.9% |
| Participation rate | 53.8% | 74.1%-20.2pp | 68.4%-14.6pp | 83.0%-29.2pp |
| Annual return | 6.32% | 2.55%+3.8pp | 5.24%+1.1pp | 41.46%-35.1pp |
| Employer contribution / active EE | $901 | $2,350-61.7% | $1,844-51.1% | $4,869-81.5% |
| Participant deferral / active EE | $1,154 | $2,962-61.0% | $2,591-55.5% | $5,287-78.2% |
| Admin fee / account holder | $318 | $3,725-91.5% | $2,903-89.1% | $10,133-96.9% |