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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 | $30,170 | $62,549-51.8% | $85,705-64.8% | $85,851-64.9% |
| Participation rate | 68.0% | 61.1%+6.9pp | 69.9%-1.9pp | 69.3%-1.3pp |
| Annual return | 17.39% | 23.77%-6.4pp | 21.49%-4.1pp | 318.63%-301.2pp |
| Employer contribution / active EE | $1,528 | $1,755-13.0% | $2,619-41.7% | $2,565-40.4% |
| Participant deferral / active EE | $7,515 | $2,802+168.2% | $3,924+91.5% | $3,952+90.1% |
| Admin fee / account holder | $717 | $4,644-84.6% | $6,877-89.6% | $6,261-88.5% |