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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 | $34,259 | $52,884-35.2% | $84,753-59.6% | $55,167-37.9% |
| Participation rate | 40.8% | 67.5%-26.7pp | 76.6%-35.8pp | 69.0%-28.2pp |
| Annual return | 7.30% | 18.03%-10.7pp | 22.78%-15.5pp | 169.23%-161.9pp |
| Employer contribution / active EE | $1,109 | $2,233-50.3% | $3,574-69.0% | $1,963-43.5% |
| Participant deferral / active EE | $1,940 | $2,644-26.6% | $3,712-47.7% | $3,054-36.5% |
| Admin fee / account holder | $337 | $581-41.9% | $5,333-93.7% | $504-33.1% |