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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 | $37,877 | $52,279-27.5% | $89,435-57.6% | $79,856-52.6% |
| Participation rate | 57.6% | 57.5%0pp | 68.0%-10.4pp | 69.6%-12.1pp |
| Annual return | 18.41% | 22.16%-3.8pp | 245.55%-227.1pp | 31.71%-13.3pp |
| Employer contribution / active EE | $856 | $1,572-45.5% | $2,587-66.9% | $2,471-65.4% |
| Participant deferral / active EE | $2,783 | $2,740+1.6% | $3,890-28.5% | $3,741-25.6% |
| Admin fee / account holder | $523 | $3,356-84.4% | $4,884-89.3% | $5,306-90.1% |