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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 | $32,173 | $63,365-49.2% | $91,994-65.0% | $72,975-55.9% |
| Participation rate | 62.5% | 72.5%-10.0pp | 78.6%-16.1pp | 69.5%-7.0pp |
| Annual return | 24.68% | 35.35%-10.7pp | 69.04%-44.4pp | 81.01%-56.3pp |
| Employer contribution / active EE | $2,731 | $2,116+29.1% | $3,453-20.9% | $2,440+11.9% |
| Participant deferral / active EE | $5,381 | $4,883+10.2% | $5,924-9.2% | $3,608+49.2% |
| Admin fee / account holder | $8,716 | $4,670+86.6% | $7,744+12.6% | $5,124+70.1% |