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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 | $29,206 | $56,121-48.0% | $92,985-68.6% | $64,340-54.6% |
| Participation rate | 54.0% | 44.9%+9.1pp | 69.5%-15.4pp | 55.2%-1.2pp |
| Annual return | 30.86% | 19.19%+11.7pp | 27.99%+2.9pp | 24.14%+6.7pp |
| Employer contribution / active EE | $1,875 | $1,351+38.8% | $2,662-29.6% | $1,862+0.7% |
| Participant deferral / active EE | $3,176 | $2,362+34.4% | $4,377-27.4% | $2,980+6.6% |
| Admin fee / account holder | $2,893 | $6,869-57.9% | $9,463-69.4% | $3,703-21.9% |