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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 | $30,088 | $69,444-56.7% | $92,985-67.6% | $87,485-65.6% |
| Participation rate | 46.6% | 63.3%-16.7pp | 69.5%-22.9pp | 68.9%-22.4pp |
| Annual return | 30.27% | 23.85%+6.4pp | 27.99%+2.3pp | 26.06%+4.2pp |
| Employer contribution / active EE | $1,674 | $1,917-12.7% | $2,662-37.1% | $2,596-35.5% |
| Participant deferral / active EE | $2,810 | $3,364-16.5% | $4,377-35.8% | $4,274-34.3% |
| Admin fee / account holder | $2,990 | $6,137-51.3% | $9,463-68.4% | $7,775-61.5% |