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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 | $35,145 | $71,230-50.7% | $93,727-62.5% | $80,959-56.6% |
| Participation rate | 60.0% | 60.4%-0.4pp | 68.7%-8.7pp | 67.7%-7.7pp |
| Annual return | 21.47% | 11.26%+10.2pp | 133.83%-112.4pp | 35.67%-14.2pp |
| Employer contribution / active EE | $2,645 | $1,565+69.0% | $2,421+9.2% | $2,757-4.1% |
| Participant deferral / active EE | $5,431 | $4,037+34.5% | $4,417+23.0% | $4,300+26.3% |
| Admin fee / account holder | $1,332 | $6,961-80.9% | $8,292-83.9% | $6,925-80.8% |