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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 | $29,670+0.7% | $56,054-46.7% | $80,911-63.1% |
| Participation rate | 41.7% | 41.7%0pp | 52.5%-10.8pp | 67.6%-26.0pp |
| Annual return | 12.90% | 35.24%-22.3pp | 1705.95%-1693.0pp | 35.63%-22.7pp |
| Employer contribution / active EE | $858 | $670+28.1% | $1,039-17.4% | $2,756-68.9% |
| Participant deferral / active EE | $1,618 | $1,227+31.9% | $1,952-17.1% | $4,297-62.4% |
| Admin fee / account holder | $1,483 | $2,431-39.0% | $2,822-47.5% | $6,935-78.6% |