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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 | $40,369 | $52,682-23.4% | $78,004-48.2% | $64,097-37.0% |
| Participation rate | 67.6% | 47.7%+19.9pp | 69.4%-1.9pp | 55.2%+12.4pp |
| Annual return | 31.06% | 22.45%+8.6pp | 31.07%0pp | 34.64%-3.6pp |
| Employer contribution / active EE | $3,265 | $1,323+146.7% | $2,469+32.2% | $1,891+72.6% |
| Participant deferral / active EE | $5,779 | $2,346+146.4% | $4,092+41.2% | $3,080+87.6% |
| Admin fee / account holder | $324 | $5,420-94.0% | $7,578-95.7% | $3,454-90.6% |