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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 | $69,444-58.6% | $92,985-69.1% | $87,485-67.2% |
| Participation rate | 68.4% | 63.3%+5.1pp | 69.5%-1.1pp | 68.9%-0.6pp |
| Annual return | 41.72% | 23.85%+17.9pp | 27.99%+13.7pp | 26.06%+15.7pp |
| Employer contribution / active EE | $2,754 | $1,917+43.7% | $2,662+3.5% | $2,596+6.1% |
| Participant deferral / active EE | $6,275 | $3,364+86.5% | $4,377+43.4% | $4,274+46.8% |
| Admin fee / account holder | $5,374 | $6,137-12.4% | $9,463-43.2% | $7,775-30.9% |