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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 | $33,680 | $93,617-64.0% | $135,982-75.2% | $75,177-55.2% |
| Participation rate | 67.7% | 75.2%-7.5pp | 81.9%-14.2pp | 67.2%+0.5pp |
| Annual return | 18.36% | 30.89%-12.5pp | 68.32%-50.0pp | 160.75%-142.4pp |
| Employer contribution / active EE | $2,666 | $3,538-24.6% | $4,859-45.1% | $2,671-0.2% |
| Participant deferral / active EE | $4,264 | $6,406-33.4% | $7,760-45.0% | $4,126+3.3% |
| Admin fee / account holder | $5,999 | $6,980-14.1% | $10,767-44.3% | $5,651+6.1% |