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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 | $60,994 | $72,352-15.7% | $142,516-57.2% | $71,511-14.7% |
| Participation rate | 48.2% | 71.7%-23.5pp | 76.8%-28.6pp | 67.9%-19.7pp |
| Annual return | 16.61% | 21.17%-4.6pp | 19.99%-3.4pp | 28.86%-12.2pp |
| Employer contribution / active EE | $1,769 | $3,800-53.5% | $4,849-63.5% | $2,589-31.7% |
| Participant deferral / active EE | $3,629 | $5,288-31.4% | $6,280-42.2% | $4,291-15.4% |
| Admin fee / account holder | $14,622 | $1,438+916.7% | $10,008+46.1% | $1,588+820.5% |