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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 | $94,699-35.6% | $185,441-67.1% | $65,306-6.6% |
| Participation rate | 47.6% | 64.2%-16.6pp | 80.3%-32.6pp | 57.7%-10.1pp |
| Annual return | 15.88% | 16.71%-0.8pp | 20.16%-4.3pp | 21.94%-6.1pp |
| Employer contribution / active EE | $1,489 | $2,381-37.5% | $4,672-68.1% | $1,967-24.3% |
| Participant deferral / active EE | $2,392 | $3,568-33.0% | $6,152-61.1% | $2,959-19.2% |
| Admin fee / account holder | $6,800 | $4,797+41.8% | $17,890-62.0% | $3,480+95.4% |