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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 | $32,163 | $94,031-65.8% | $115,768-72.2% | $82,448-61.0% |
| Participation rate | 16.0% | 70.4%-54.4pp | 74.4%-58.4pp | 68.1%-52.1pp |
| Annual return | 21.37% | 20.61%+0.8pp | 100.46%-79.1pp | 41.64%-20.3pp |
| Employer contribution / active EE | $2,435 | $2,323+4.8% | $2,940-17.2% | $2,551-4.6% |
| Participant deferral / active EE | $5,753 | $3,972+44.9% | $4,917+17.0% | $4,139+39.0% |
| Admin fee / account holder | $672 | $10,249-93.4% | $12,439-94.6% | $7,234-90.7% |