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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 | $30,578 | $58,627-47.8% | $76,735-60.2% | $82,448-62.9% |
| Participation rate | 7.1% | 63.2%-56.1pp | 69.5%-62.4pp | 68.1%-60.9pp |
| Annual return | 18.67% | 39.10%-20.4pp | 29.77%-11.1pp | 41.64%-23.0pp |
| Employer contribution / active EE | $5,093 | $1,729+194.5% | $2,454+107.5% | $2,551+99.7% |
| Participant deferral / active EE | $7,902 | $3,134+152.2% | $4,088+93.3% | $4,139+90.9% |
| Admin fee / account holder | $7,550 | $5,323+41.9% | $7,189+5.0% | $7,234+4.4% |