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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 | $61,086 | $69,977-12.7% | $108,582-43.7% | $62,881-2.9% |
| Participation rate | 30.0% | 72.9%-42.9pp | 79.6%-49.6pp | 69.3%-39.3pp |
| Annual return | 8.09% | 10.73%-2.6pp | -51.70%+59.8pp | 20.14%-12.1pp |
| Employer contribution / active EE | $686 | $2,135-67.9% | $3,758-81.8% | $2,281-69.9% |
| Participant deferral / active EE | $1,740 | $3,165-45.0% | $4,311-59.6% | $3,203-45.7% |
| Admin fee / account holder | $596 | $5,076-88.3% | $7,645-92.2% | $4,296-86.1% |