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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 | $12,514 | $25,014-50.0% | $69,632-82.0% | $80,959-84.5% |
| Participation rate | 27.1% | 64.2%-37.1pp | 66.4%-39.3pp | 67.7%-40.6pp |
| Annual return | 13.75% | 19.08%-5.3pp | 101.32%-87.6pp | 35.67%-21.9pp |
| Employer contribution / active EE | $543 | $991-45.3% | $1,708-68.2% | $2,757-80.3% |
| Participant deferral / active EE | $809 | $1,840-56.0% | $2,889-72.0% | $4,300-81.2% |
| Admin fee / account holder | $4,528 | $2,491+81.8% | $4,695-3.6% | $6,925-34.6% |