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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 | $62,240 | $101,795-38.9% | $165,100-62.3% | $80,959-23.1% |
| Participation rate | 47.1% | 71.8%-24.8pp | 78.6%-31.6pp | 67.7%-20.6pp |
| Annual return | 10.61% | 16.73%-6.1pp | 70.21%-59.6pp | 35.67%-25.1pp |
| Employer contribution / active EE | $1,183 | $2,954-59.9% | $4,348-72.8% | $2,757-57.1% |
| Participant deferral / active EE | $2,178 | $4,476-51.3% | $6,035-63.9% | $4,300-49.4% |
| Admin fee / account holder | $8,281 | $8,221+0.7% | $12,696-34.8% | $6,925+19.6% |