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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 | $54,159 | $52,678+2.8% | $75,784-28.5% | $59,633-9.2% |
| Participation rate | 30.6% | 67.2%-36.6pp | 75.8%-45.2pp | 68.7%-38.1pp |
| Annual return | -0.60% | 2.95%-3.6pp | 9.68%-10.3pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $686 | $2,193-68.7% | $3,323-79.4% | $2,203-68.9% |
| Participant deferral / active EE | $1,423 | $2,591-45.1% | $3,652-61.0% | $3,192-55.4% |
| Admin fee / account holder | $465 | $3,610-87.1% | $5,300-91.2% | $4,297-89.2% |