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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 | $60,601 | $153,311-60.5% | $109,313-44.6% | $273,972-77.9% |
| Participation rate | 47.6% | 80.1%-32.5pp | 71.3%-23.6pp | 83.0%-35.4pp |
| Annual return | 7.60% | 29.86%-22.3pp | 22.07%-14.5pp | 41.46%-33.9pp |
| Employer contribution / active EE | $947 | $5,619-83.2% | $3,892-75.7% | $4,869-80.6% |
| Participant deferral / active EE | $1,190 | $3,932-69.7% | $3,166-62.4% | $5,287-77.5% |
| Admin fee / account holder | $21,884 | $8,076+171.0% | $5,666+286.2% | $10,133+116.0% |