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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 | $31,350 | $48,364-35.2% | $71,796-56.3% | $62,881-50.1% |
| Participation rate | 68.9% | 60.6%+8.3pp | 69.1%-0.2pp | 69.3%-0.4pp |
| Annual return | 8.05% | 13.16%-5.1pp | 78.04%-70.0pp | 20.14%-12.1pp |
| Employer contribution / active EE | $1,450 | $1,042+39.2% | $1,924-24.7% | $2,281-36.4% |
| Participant deferral / active EE | $2,153 | $2,091+3.0% | $2,794-22.9% | $3,203-32.8% |
| Admin fee / account holder | $1,014 | $3,771-73.1% | $4,815-78.9% | $4,296-76.4% |