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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 | $77,981 | $45,438+71.6% | $80,004-2.5% | $59,633+30.8% |
| Participation rate | 31.4% | 63.7%-32.3pp | 73.0%-41.6pp | 68.7%-37.2pp |
| Annual return | -0.99% | 5.10%-6.1pp | 7.63%-8.6pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $443 | $1,236-64.1% | $2,473-82.1% | $2,203-79.9% |
| Participant deferral / active EE | $1,329 | $2,231-40.4% | $3,204-58.5% | $3,192-58.4% |
| Admin fee / account holder | $575 | $3,464-83.4% | $5,033-88.6% | $4,297-86.6% |