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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 | $61,010 | $76,407-20.2% | $150,298-59.4% | $82,448-26.0% |
| Participation rate | 40.7% | 66.4%-25.7pp | 77.8%-37.0pp | 68.1%-27.3pp |
| Annual return | 13.59% | 39.99%-26.4pp | 62.79%-49.2pp | 41.64%-28.0pp |
| Employer contribution / active EE | $1,388 | $2,614-46.9% | $4,154-66.6% | $2,551-45.6% |
| Participant deferral / active EE | $2,403 | $3,214-25.2% | $5,453-55.9% | $4,139-41.9% |
| Admin fee / account holder | $22,333 | $6,352+251.6% | $14,116+58.2% | $7,234+208.7% |