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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 | $45,363 | $45,566-0.4% | $64,105-29.2% | $59,632-23.9% |
| Participation rate | 30.6% | 60.2%-29.6pp | 68.2%-37.6pp | 68.7%-38.1pp |
| Annual return | 6.48% | 4.95%+1.5pp | 791.24%-784.8pp | 2041.32%-2034.8pp |
| Employer contribution / active EE | $734 | $934-21.4% | $1,820-59.7% | $2,203-66.7% |
| Participant deferral / active EE | $1,511 | $2,057-26.5% | $2,822-46.4% | $3,192-52.6% |
| Admin fee / account holder | $747 | $3,268-77.1% | $4,499-83.4% | $4,297-82.6% |