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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 | $54,939 | $81,777-32.8% | $148,496-63.0% | $69,733-21.2% |
| Participation rate | 57.3% | 70.9%-13.6pp | 76.0%-18.8pp | 62.5%-5.2pp |
| Annual return | 14.97% | 14.38%+0.6pp | 12.33%+2.6pp | 15.22%-0.3pp |
| Employer contribution / active EE | $1,510 | $2,488-39.3% | $3,497-56.8% | $2,250-32.9% |
| Participant deferral / active EE | $2,520 | $3,367-25.1% | $4,808-47.6% | $3,054-17.5% |
| Admin fee / account holder | $10,263 | $2,991+243.2% | $19,547-47.5% | $3,102+230.9% |