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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 | $71,057-50.5% | $93,654-62.5% | $80,874-56.5% |
| Participation rate | 60.0% | 60.4%-0.4pp | 68.7%-8.7pp | 67.6%-7.6pp |
| Annual return | 21.47% | 11.26%+10.2pp | 133.34%-111.9pp | 35.62%-14.1pp |
| Employer contribution / active EE | $2,645 | $1,564+69.1% | $2,421+9.2% | $2,756-4.0% |
| Participant deferral / active EE | $5,431 | $4,034+34.6% | $4,413+23.1% | $4,297+26.4% |
| Admin fee / account holder | $1,332 | $6,944-80.8% | $8,282-83.9% | $6,935-80.8% |