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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 | $71,643 | $116,462-38.5% | $116,250-38.4% | $116,462-38.5% |
| Participation rate | 65.7% | 74.7%-9.0pp | 73.6%-7.9pp | 74.7%-9.0pp |
| Annual return | 11.96% | 15.65%-3.7pp | -4.11%+16.1pp | 15.65%-3.7pp |
| Employer contribution / active EE | $1,223 | $3,231-62.1% | $2,865-57.3% | $3,231-62.1% |
| Participant deferral / active EE | $2,249 | $3,836-41.4% | $3,192-29.5% | $3,836-41.4% |
| Admin fee / account holder | $42,107 | $12,754+230.2% | $7,117+491.7% | $12,754+230.2% |