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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% | $69,701-46.0% | $80,874-53.4% |
| Participation rate | 60.4% | 64.2%-3.8pp | 66.4%-6.0pp | 67.6%-7.2pp |
| Annual return | 13.28% | 19.07%-5.8pp | 100.32%-87.0pp | 35.62%-22.3pp |
| Employer contribution / active EE | $1,186 | $993+19.4% | $1,713-30.8% | $2,756-57.0% |
| Participant deferral / active EE | $2,306 | $1,839+25.4% | $2,887-20.1% | $4,297-46.3% |
| Admin fee / account holder | $1,868 | $2,488-24.9% | $4,717-60.4% | $6,935-73.1% |