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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 | $32,540 | $102,245-68.2% | $89,340-63.6% | $137,256-76.3% |
| Participation rate | 60.0% | 74.9%-14.9pp | 69.6%-9.6pp | 80.0%-20.0pp |
| Annual return | 12.30% | 21.89%-9.6pp | 20.57%-8.3pp | 220.34%-208.0pp |
| Employer contribution / active EE | $837 | $2,529-66.9% | $2,231-62.5% | $4,156-79.9% |
| Participant deferral / active EE | $1,143 | $4,436-74.2% | $3,823-70.1% | $6,407-82.2% |
| Admin fee / account holder | $1,043 | $8,085-87.1% | $6,704-84.4% | $12,270-91.5% |