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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 | $28,716 | $58,627-51.0% | $76,735-62.6% | $82,448-65.2% |
| Participation rate | 68.4% | 63.2%+5.1pp | 69.5%-1.1pp | 68.1%+0.3pp |
| Annual return | 41.72% | 39.10%+2.6pp | 29.77%+12.0pp | 41.64%+0.1pp |
| Employer contribution / active EE | $2,754 | $1,729+59.3% | $2,454+12.2% | $2,551+8.0% |
| Participant deferral / active EE | $6,275 | $3,134+100.3% | $4,088+53.5% | $4,139+51.6% |
| Admin fee / account holder | $5,374 | $5,323+1.0% | $7,189-25.3% | $7,234-25.7% |