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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 | $37,655 | $25,014+50.5% | $69,632-45.9% | $80,959-53.5% |
| Participation rate | 60.4% | 64.2%-3.8pp | 66.4%-6.0pp | 67.7%-7.2pp |
| Annual return | 13.28% | 19.08%-5.8pp | 101.32%-88.0pp | 35.67%-22.4pp |
| Employer contribution / active EE | $1,186 | $991+19.6% | $1,708-30.6% | $2,757-57.0% |
| Participant deferral / active EE | $2,306 | $1,840+25.3% | $2,889-20.2% | $4,300-46.4% |
| Admin fee / account holder | $1,868 | $2,491-25.0% | $4,695-60.2% | $6,925-73.0% |