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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 | $35,293 | $69,273-49.1% | $90,796-61.1% | $82,637-57.3% |
| Participation rate | 67.1% | 64.0%+3.0pp | 69.5%-2.4pp | 68.1%-1.0pp |
| Annual return | 23.37% | 18.37%+5.0pp | 19.29%+4.1pp | 53.51%-30.1pp |
| Employer contribution / active EE | $3,115 | $1,865+67.0% | $2,294+35.8% | $2,552+22.0% |
| Participant deferral / active EE | $4,158 | $3,047+36.4% | $3,822+8.8% | $4,126+0.8% |
| Admin fee / account holder | $2,470 | $5,511-55.2% | $7,024-64.8% | $7,339-66.3% |