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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 | $30,728 | $71,526-57.0% | $98,450-68.8% | $71,495-57.0% |
| Participation rate | 30.2% | 72.7%-42.5pp | 75.2%-45.0pp | 67.9%-37.7pp |
| Annual return | 20.29% | 32.42%-12.1pp | 21.16%-0.9pp | 28.85%-8.6pp |
| Employer contribution / active EE | $1,596 | $2,400-33.5% | $3,049-47.7% | $2,589-38.4% |
| Participant deferral / active EE | $2,631 | $4,110-36.0% | $4,739-44.5% | $4,291-38.7% |
| Admin fee / account holder | $6,802 | $1,675+306.0% | $8,961-24.1% | $1,588+328.4% |