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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 | $38,533 | $76,564-49.7% | $105,582-63.5% | $94,015-59.0% |
| Participation rate | 66.1% | 65.2%+0.9pp | 71.8%-5.7pp | 70.8%-4.7pp |
| Annual return | 14.53% | 20.69%-6.2pp | 18.61%-4.1pp | 17.84%-3.3pp |
| Employer contribution / active EE | $666 | $1,995-66.6% | $2,984-77.7% | $2,790-76.1% |
| Participant deferral / active EE | $2,153 | $3,320-35.2% | $4,353-50.5% | $4,249-49.3% |
| Admin fee / account holder | $2,906 | $7,129-59.2% | $12,856-77.4% | $8,951-67.5% |