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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 | $72,940 | $74,879,922-99.9% | $40,145,923-99.8% | $273,972-73.4% |
| Participation rate | 52.9% | 74.1%-21.1pp | 68.4%-15.5pp | 83.0%-30.1pp |
| Annual return | 9.34% | 2.55%+6.8pp | 5.24%+4.1pp | 41.46%-32.1pp |
| Employer contribution / active EE | $1,381 | $2,350-41.2% | $1,844-25.1% | $4,869-71.6% |
| Participant deferral / active EE | $3,957 | $2,962+33.6% | $2,591+52.8% | $5,287-25.2% |
| Admin fee / account holder | $432 | $3,725-88.4% | $2,903-85.1% | $10,133-95.7% |