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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 | $33,555 | $54,541-38.5% | $78,778-57.4% | $70,126-52.1% |
| Participation rate | 66.7% | 60.8%+5.9pp | 69.2%-2.5pp | 69.5%-2.9pp |
| Annual return | 17.21% | 21.07%-3.9pp | 35.62%-18.4pp | 73.15%-55.9pp |
| Employer contribution / active EE | $744 | $1,089-31.7% | $1,986-62.6% | $2,343-68.3% |
| Participant deferral / active EE | $3,476 | $2,210+57.3% | $2,958+17.5% | $3,332+4.3% |
| Admin fee / account holder | $6,888 | $3,709+85.7% | $5,134+34.2% | $4,645+48.3% |