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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 | $94,436-65.9% | $115,599-72.2% | $82,637-61.1% |
| Participation rate | 16.0% | 70.4%-54.4pp | 74.3%-58.3pp | 68.1%-52.1pp |
| Annual return | 21.37% | 18.37%+3.0pp | 111.10%-89.7pp | 53.51%-32.1pp |
| Employer contribution / active EE | $2,435 | $2,324+4.8% | $2,955-17.6% | $2,552-4.6% |
| Participant deferral / active EE | $5,753 | $3,955+45.5% | $4,889+17.7% | $4,126+39.4% |
| Admin fee / account holder | $672 | $10,328-93.5% | $12,841-94.8% | $7,339-90.8% |