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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 | $29,882 | $29,736+0.5% | $56,033-46.7% | $80,935-63.1% |
| Participation rate | 41.7% | 41.7%0pp | 52.5%-10.8pp | 67.7%-26.0pp |
| Annual return | 12.90% | 35.28%-22.4pp | 1711.38%-1698.5pp | 35.66%-22.8pp |
| Employer contribution / active EE | $858 | $671+27.7% | $1,041-17.6% | $2,757-68.9% |
| Participant deferral / active EE | $1,618 | $1,228+31.7% | $1,954-17.2% | $4,299-62.4% |
| Admin fee / account holder | $1,483 | $2,434-39.1% | $2,827-47.6% | $6,924-78.6% |