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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 | $12,667 | $102,245-87.6% | $89,340-85.8% | $137,256-90.8% |
| Participation rate | 41.7% | 74.9%-33.2pp | 69.6%-27.9pp | 80.0%-38.3pp |
| Annual return | 23.02% | 21.89%+1.1pp | 20.57%+2.4pp | 220.34%-197.3pp |
| Employer contribution / active EE | $183 | $2,529-92.8% | $2,231-91.8% | $4,156-95.6% |
| Participant deferral / active EE | $4,283 | $4,436-3.4% | $3,823+12.0% | $6,407-33.1% |
| Admin fee / account holder | $6,828 | $8,085-15.6% | $6,704+1.8% | $12,270-44.4% |