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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 | $23,585 | $46,297-49.1% | $71,671-67.1% | $62,293-62.1% |
| Participation rate | 67.6% | 60.6%+7.0pp | 68.7%-1.1pp | 69.5%-1.9pp |
| Annual return | 24.99% | 22.32%+2.7pp | 20.65%+4.3pp | 28.90%-3.9pp |
| Employer contribution / active EE | $3,323 | $1,412+135.3% | $2,460+35.1% | $2,042+62.7% |
| Participant deferral / active EE | $3,982 | $2,235+78.2% | $3,438+15.8% | $3,169+25.7% |
| Admin fee / account holder | $1,554 | $461+237.5% | $5,558-72.0% | $479+224.3% |