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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 | $33,679 | $93,589-64.0% | $135,942-75.2% | $75,181-55.2% |
| Participation rate | 68.9% | 75.2%-6.3pp | 81.9%-13.0pp | 67.2%+1.7pp |
| Annual return | 27.42% | 30.90%-3.5pp | 68.28%-40.9pp | 160.69%-133.3pp |
| Employer contribution / active EE | $2,364 | $3,537-33.2% | $4,858-51.3% | $2,671-11.5% |
| Participant deferral / active EE | $4,705 | $6,405-26.5% | $7,759-39.4% | $4,126+14.0% |
| Admin fee / account holder | $4,337 | $6,977-37.8% | $10,764-59.7% | $5,650-23.2% |