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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 | $29,309 | $55,930-47.6% | $76,089-61.5% | $80,925-63.8% |
| Participation rate | 69.2% | 62.1%+7.2pp | 69.1%+0.1pp | 67.7%+1.6pp |
| Annual return | 23.02% | 20.58%+2.4pp | 360.94%-337.9pp | 35.65%-12.6pp |
| Employer contribution / active EE | $1,466 | $1,866-21.5% | $2,690-45.5% | $2,756-46.8% |
| Participant deferral / active EE | $4,161 | $3,051+36.4% | $4,259-2.3% | $4,299-3.2% |
| Admin fee / account holder | $596 | $5,241-88.6% | $6,418-90.7% | $6,940-91.4% |