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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 | $48,668 | $25,014+94.6% | $69,632-30.1% | $80,959-39.9% |
| Participation rate | 55.2% | 64.2%-9.0pp | 66.4%-11.3pp | 67.7%-12.5pp |
| Annual return | 17.02% | 19.08%-2.1pp | 101.32%-84.3pp | 35.67%-18.7pp |
| Employer contribution / active EE | $1,257 | $991+26.8% | $1,708-26.4% | $2,757-54.4% |
| Participant deferral / active EE | $2,413 | $1,840+31.2% | $2,889-16.5% | $4,300-43.9% |
| Admin fee / account holder | $3,233 | $2,491+29.8% | $4,695-31.1% | $6,925-53.3% |