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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 | $12,117 | $57,073-78.8% | $85,126-85.8% | $80,925-85.0% |
| Participation rate | 56.1% | 56.4%-0.3pp | 67.5%-11.4pp | 67.7%-11.6pp |
| Annual return | 11.98% | 21.69%-9.7pp | 66.63%-54.7pp | 35.65%-23.7pp |
| Employer contribution / active EE | $772 | $1,801-57.1% | $2,731-71.7% | $2,756-72.0% |
| Participant deferral / active EE | $2,150 | $3,113-30.9% | $4,523-52.5% | $4,299-50.0% |
| Admin fee / account holder | $1,655 | $4,988-66.8% | $6,160-73.1% | $6,940-76.1% |