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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 | $55,932-47.8% | $76,735-61.9% | $67,986-57.0% |
| Participation rate | 54.0% | 50.8%+3.2pp | 69.5%-15.5pp | 57.2%-3.2pp |
| Annual return | 30.86% | 23.10%+7.8pp | 29.77%+1.1pp | 31.67%-0.8pp |
| Employer contribution / active EE | $1,875 | $1,487+26.1% | $2,454-23.6% | $2,019-7.1% |
| Participant deferral / active EE | $3,176 | $2,558+24.1% | $4,088-22.3% | $3,358-5.4% |
| Admin fee / account holder | $2,893 | $4,907-41.0% | $7,189-59.8% | $3,203-9.7% |