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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 | $67,894-48.0% | $89,340-60.5% | $82,448-57.2% |
| Participation rate | 67.1% | 64.0%+3.0pp | 69.6%-2.5pp | 68.1%-1.0pp |
| Annual return | 23.37% | 19.21%+4.2pp | 20.57%+2.8pp | 41.64%-18.3pp |
| Employer contribution / active EE | $3,115 | $1,828+70.4% | $2,231+39.6% | $2,551+22.1% |
| Participant deferral / active EE | $4,158 | $3,072+35.3% | $3,823+8.8% | $4,139+0.4% |
| Admin fee / account holder | $2,470 | $5,723-56.8% | $6,704-63.2% | $7,234-65.9% |