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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 | $11,096 | $32,037-65.4% | $69,182-84.0% | $62,881-82.4% |
| Participation rate | 36.4% | 43.4%-7.1pp | 55.1%-18.8pp | 69.3%-32.9pp |
| Annual return | 8.71% | 15.16%-6.5pp | -21.93%+30.6pp | 20.14%-11.4pp |
| Employer contribution / active EE | $1,264 | $679+86.1% | $1,206+4.8% | $2,281-44.6% |
| Participant deferral / active EE | $1,964 | $1,185+65.7% | $1,897+3.6% | $3,203-38.7% |
| Admin fee / account holder | $427 | $2,608-83.6% | $2,697-84.2% | $4,296-90.1% |