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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 | $38,114 | $69,518-45.2% | $59,887-36.4% | $135,379-71.8% |
| Participation rate | 30.4% | 77.8%-47.4pp | 74.7%-44.3pp | 82.6%-52.2pp |
| Annual return | 8.10% | 7.95%+0.1pp | 3.46%+4.6pp | 519.79%-511.7pp |
| Employer contribution / active EE | $1,057 | $3,235-67.3% | $2,722-61.2% | $4,779-77.9% |
| Participant deferral / active EE | $1,277 | $4,204-69.6% | $3,402-62.5% | $5,609-77.2% |
| Admin fee / account holder | $465 | $5,734-91.9% | $3,591-87.0% | $10,828-95.7% |