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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 | $37,789 | $25,014+51.1% | $69,632-45.7% | $80,959-53.3% |
| Participation rate | 68.9% | 64.2%+4.7pp | 66.4%+2.5pp | 67.7%+1.3pp |
| Annual return | 26.00% | 19.08%+6.9pp | 101.32%-75.3pp | 35.67%-9.7pp |
| Employer contribution / active EE | $1,377 | $991+38.9% | $1,708-19.4% | $2,757-50.1% |
| Participant deferral / active EE | $4,891 | $1,840+165.9% | $2,889+69.3% | $4,300+13.7% |
| Admin fee / account holder | $3,712 | $2,491+49.0% | $4,695-20.9% | $6,925-46.4% |