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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 | $32,765 | $49,236-33.5% | $70,455-53.5% | $79,860-59.0% |
| Participation rate | 46.2% | 69.2%-23.0pp | 75.1%-28.9pp | 69.6%-23.5pp |
| Annual return | 13.64% | 30.07%-16.4pp | 109.06%-95.4pp | 31.72%-18.1pp |
| Employer contribution / active EE | $2,865 | $2,100+36.4% | $2,737+4.7% | $2,471+15.9% |
| Participant deferral / active EE | $5,432 | $2,769+96.2% | $3,709+46.4% | $3,740+45.2% |
| Admin fee / account holder | $6,388 | $2,877+122.0% | $3,845+66.1% | $5,306+20.4% |