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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 | $12,293 | $43,344-71.6% | $59,899-79.5% | $64,173-80.8% |
| Participation rate | 56.3% | 69.2%-12.9pp | 74.7%-18.4pp | 69.6%-13.3pp |
| Annual return | 7.91% | -1.55%+9.5pp | 3.46%+4.5pp | 7.63%+0.3pp |
| Employer contribution / active EE | $400 | $2,030-80.3% | $2,723-85.3% | $2,381-83.2% |
| Participant deferral / active EE | $967 | $2,547-62.0% | $3,402-71.6% | $3,470-72.1% |
| Admin fee / account holder | $482 | $3,008-84.0% | $3,592-86.6% | $4,887-90.1% |