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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 | $55,770 | $74,879,922-99.9% | $40,145,923-99.9% | $273,972-79.6% |
| Participation rate | 66.7% | 74.1%-7.4pp | 68.4%-1.7pp | 83.0%-16.3pp |
| Annual return | 8.85% | 2.55%+6.3pp | 5.24%+3.6pp | 41.46%-32.6pp |
| Employer contribution / active EE | $456 | $2,350-80.6% | $1,844-75.3% | $4,869-90.6% |
| Participant deferral / active EE | $2,827 | $2,962-4.6% | $2,591+9.1% | $5,287-46.5% |
| Admin fee / account holder | $358 | $3,725-90.4% | $2,903-87.7% | $10,133-96.5% |