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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 | $12,737 | $57,061-77.7% | $85,063-85.0% | $80,911-84.3% |
| Participation rate | 59.6% | 56.3%+3.2pp | 67.5%-7.9pp | 67.6%-8.1pp |
| Annual return | 17.60% | 21.66%-4.1pp | 66.54%-48.9pp | 35.63%-18.0pp |
| Employer contribution / active EE | $786 | $1,799-56.3% | $2,727-71.2% | $2,756-71.5% |
| Participant deferral / active EE | $2,284 | $3,110-26.6% | $4,523-49.5% | $4,297-46.9% |
| Admin fee / account holder | $565 | $4,986-88.7% | $6,155-90.8% | $6,935-91.9% |