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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 | $51,732 | $184,014-71.9% | $161,149-67.9% | $138,895-62.8% |
| Participation rate | 35.3% | 82.1%-46.8pp | 78.8%-43.5pp | 79.9%-44.6pp |
| Annual return | 20.84% | 21.52%-0.7pp | 21.16%-0.3pp | 145.39%-124.6pp |
| Employer contribution / active EE | $2,857 | $5,055-43.5% | $4,360-34.5% | $4,194-31.9% |
| Participant deferral / active EE | $4,714 | $6,909-31.8% | $6,153-23.4% | $6,396-26.3% |
| Admin fee / account holder | $12,626 | $18,027-30.0% | $15,194-16.9% | $12,562+0.5% |