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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 | $29,278 | $25,014+17.0% | $69,623-57.9% | $80,935-63.8% |
| Participation rate | 61.9% | 64.2%-2.3pp | 66.4%-4.5pp | 67.7%-5.8pp |
| Annual return | 36.93% | 19.08%+17.9pp | 101.23%-64.3pp | 35.66%+1.3pp |
| Employer contribution / active EE | $1,387 | $991+39.9% | $1,709-18.8% | $2,757-49.7% |
| Participant deferral / active EE | $2,230 | $1,840+21.2% | $2,890-22.8% | $4,299-48.1% |
| Admin fee / account holder | $668 | $2,491-73.2% | $4,696-85.8% | $6,924-90.4% |