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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 | $25,621 | $103,949-75.4% | $69,182-63.0% | $273,972-90.6% |
| Participation rate | 55.6% | 67.4%-11.8pp | 55.1%+0.4pp | 83.0%-27.5pp |
| Annual return | 9.42% | 35.28%-25.9pp | -21.93%+31.4pp | 41.46%-32.0pp |
| Employer contribution / active EE | $729 | $1,783-59.1% | $1,206-39.5% | $4,869-85.0% |
| Participant deferral / active EE | $2,686 | $2,716-1.1% | $1,897+41.6% | $5,287-49.2% |
| Admin fee / account holder | $476 | $3,671-87.0% | $2,697-82.4% | $10,133-95.3% |