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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 | $36,999 | $88,672-58.3% | $105,223-64.8% | $82,448-55.1% |
| Participation rate | 58.3% | 67.9%-9.6pp | 75.0%-16.7pp | 68.1%-9.7pp |
| Annual return | 16.46% | 30.86%-14.4pp | 180.65%-164.2pp | 41.64%-25.2pp |
| Employer contribution / active EE | $2,622 | $3,048-14.0% | $3,689-28.9% | $2,551+2.8% |
| Participant deferral / active EE | $5,543 | $4,036+37.4% | $5,072+9.3% | $4,139+33.9% |
| Admin fee / account holder | $2,202 | $7,146-69.2% | $8,859-75.1% | $7,234-69.6% |