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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 | $42,900 | $64,010-33.0% | $108,359-60.4% | $64,340-33.3% |
| Participation rate | 69.8% | 49.4%+20.4pp | 70.1%-0.3pp | 55.2%+14.6pp |
| Annual return | 31.61% | 19.74%+11.9pp | 36.89%-5.3pp | 24.14%+7.5pp |
| Employer contribution / active EE | $1,911 | $1,029+85.7% | $2,399-20.4% | $1,862+2.6% |
| Participant deferral / active EE | $4,287 | $2,395+79.0% | $4,137+3.6% | $2,980+43.9% |
| Admin fee / account holder | $1,988 | $4,885-59.3% | $9,741-79.6% | $3,703-46.3% |