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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 | $30,040 | $60,349-50.2% | $74,184-59.5% | $62,881-52.2% |
| Participation rate | 56.0% | 72.7%-16.7pp | 76.6%-20.6pp | 69.3%-13.3pp |
| Annual return | 19.75% | 21.38%-1.6pp | 17.74%+2.0pp | 20.14%-0.4pp |
| Employer contribution / active EE | $1,801 | $1,680+7.2% | $2,370-24.0% | $2,281-21.1% |
| Participant deferral / active EE | $3,056 | $2,856+7.0% | $3,550-13.9% | $3,203-4.6% |
| Admin fee / account holder | $789 | $4,261-81.5% | $5,586-85.9% | $4,296-81.6% |