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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 | $60,976 | $91,760-33.5% | $156,181-61.0% | $67,986-10.3% |
| Participation rate | 47.6% | 65.0%-17.4pp | 78.8%-31.2pp | 57.2%-9.6pp |
| Annual return | 15.88% | 18.14%-2.3pp | 64.87%-49.0pp | 31.67%-15.8pp |
| Employer contribution / active EE | $1,489 | $2,419-38.5% | $4,294-65.3% | $2,019-26.2% |
| Participant deferral / active EE | $2,392 | $3,960-39.6% | $6,132-61.0% | $3,358-28.8% |
| Admin fee / account holder | $6,800 | $3,949+72.2% | $14,586-53.4% | $3,203+112.3% |