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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 | $26,902 | $32,037-16.0% | $69,182-61.1% | $62,881-57.2% |
| Participation rate | 55.8% | 43.4%+12.4pp | 55.1%+0.7pp | 69.3%-13.5pp |
| Annual return | 36.81% | 15.16%+21.6pp | -21.93%+58.7pp | 20.14%+16.7pp |
| Employer contribution / active EE | $1,372 | $679+102.0% | $1,206+13.8% | $2,281-39.8% |
| Participant deferral / active EE | $2,005 | $1,185+69.2% | $1,897+5.7% | $3,203-37.4% |
| Admin fee / account holder | $444 | $2,608-83.0% | $2,697-83.5% | $4,296-89.7% |