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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 | $32,042 | $101,955-68.6% | $112,899-71.6% | $71,495-55.2% |
| Participation rate | 69.6% | 82.1%-12.5pp | 80.5%-11.0pp | 67.9%+1.6pp |
| Annual return | 31.15% | 28.92%+2.2pp | 34.11%-3.0pp | 28.85%+2.3pp |
| Employer contribution / active EE | $2,787 | $4,743-41.2% | $4,566-39.0% | $2,589+7.6% |
| Participant deferral / active EE | $5,633 | $6,771-16.8% | $6,516-13.6% | $4,291+31.3% |
| Admin fee / account holder | $843 | $1,395-39.6% | $7,047-88.0% | $1,588-46.9% |