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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 | $30,246 | $73,787-59.0% | $98,716-69.4% | $82,448-63.3% |
| Participation rate | 52.8% | 61.4%-8.6pp | 69.3%-16.5pp | 68.1%-15.3pp |
| Annual return | 31.28% | 18.57%+12.7pp | 31.81%-0.5pp | 41.64%-10.4pp |
| Employer contribution / active EE | $1,618 | $1,511+7.1% | $2,279-29.0% | $2,551-36.6% |
| Participant deferral / active EE | $2,008 | $3,081-34.8% | $4,048-50.4% | $4,139-51.5% |
| Admin fee / account holder | $7,041 | $6,500+8.3% | $8,703-19.1% | $7,234-2.7% |