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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 | $76,834-60.6% | $108,359-72.1% | $87,485-65.4% |
| Participation rate | 52.8% | 61.7%-9.0pp | 70.1%-17.3pp | 68.9%-16.2pp |
| Annual return | 31.28% | 19.09%+12.2pp | 36.89%-5.6pp | 26.06%+5.2pp |
| Employer contribution / active EE | $1,618 | $1,556+4.0% | $2,399-32.6% | $2,596-37.7% |
| Participant deferral / active EE | $2,008 | $3,100-35.2% | $4,137-51.5% | $4,274-53.0% |
| Admin fee / account holder | $7,041 | $6,537+7.7% | $9,741-27.7% | $7,775-9.4% |