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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 | $12,431 | $95,188-86.9% | $76,518-83.8% | $135,380-90.8% |
| Participation rate | 60.9% | 74.4%-13.5pp | 68.0%-7.1pp | 82.6%-21.8pp |
| Annual return | 5.65% | 4.85%+0.8pp | -0.27%+5.9pp | 519.81%-514.2pp |
| Employer contribution / active EE | $1,708 | $3,303-48.3% | $2,647-35.5% | $4,779-64.3% |
| Participant deferral / active EE | $3,047 | $4,640-34.3% | $3,836-20.6% | $5,609-45.7% |
| Admin fee / account holder | $1,865 | $6,249-70.1% | $4,849-61.5% | $10,828-82.8% |