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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 | $54,805 | $57,590-4.8% | $86,233-36.4% | $82,448-33.5% |
| Participation rate | 68.8% | 57.9%+10.9pp | 69.0%-0.3pp | 68.1%+0.7pp |
| Annual return | 22.52% | 22.41%+0.1pp | 61.39%-38.9pp | 41.64%-19.1pp |
| Employer contribution / active EE | $3,254 | $1,655+96.6% | $2,504+29.9% | $2,551+27.5% |
| Participant deferral / active EE | $4,331 | $3,080+40.6% | $4,559-5.0% | $4,139+4.6% |
| Admin fee / account holder | $894 | $4,730-81.1% | $8,342-89.3% | $7,234-87.6% |