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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 | $32,364 | $19,646+64.7% | $71,585-54.8% | $64,097-49.5% |
| Participation rate | 55.9% | 64.7%-8.8pp | 68.2%-12.2pp | 55.2%+0.7pp |
| Annual return | 16.53% | 36.81%-20.3pp | 59.26%-42.7pp | 34.64%-18.1pp |
| Employer contribution / active EE | $1,146 | $713+60.7% | $1,669-31.3% | $1,891-39.4% |
| Participant deferral / active EE | $1,867 | $1,665+12.2% | $2,923-36.1% | $3,080-39.4% |
| Admin fee / account holder | $4,805 | $1,850+159.8% | $4,712+2.0% | $3,454+39.1% |