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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 | $38,469 | $69,444-44.6% | $92,985-58.6% | $87,485-56.0% |
| Participation rate | 68.0% | 63.3%+4.7pp | 69.5%-1.5pp | 68.9%-0.9pp |
| Annual return | 20.62% | 23.85%-3.2pp | 27.99%-7.4pp | 26.06%-5.4pp |
| Employer contribution / active EE | $3,130 | $1,917+63.3% | $2,662+17.6% | $2,596+20.6% |
| Participant deferral / active EE | $3,354 | $3,364-0.3% | $4,377-23.4% | $4,274-21.5% |
| Admin fee / account holder | $1,071 | $6,137-82.6% | $9,463-88.7% | $7,775-86.2% |