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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 | $11,259 | $111,814-89.9% | $103,374-89.1% | $145,959-92.3% |
| Participation rate | 54.5% | 77.9%-23.4pp | 74.5%-20.0pp | 80.3%-25.7pp |
| Annual return | 12.09% | 24.77%-12.7pp | 24.89%-12.8pp | 561.95%-549.9pp |
| Employer contribution / active EE | $2,164 | $4,214-48.6% | $3,869-44.1% | $4,661-53.6% |
| Participant deferral / active EE | $3,947 | $5,618-29.7% | $5,058-22.0% | $6,689-41.0% |
| Admin fee / account holder | $869 | $9,754-91.1% | $8,394-89.6% | $13,398-93.5% |