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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 | $53,969 | $51,736+4.3% | $120,225-55.1% | $67,986-20.6% |
| Participation rate | 31.8% | 46.1%-14.3pp | 69.6%-37.8pp | 57.2%-25.4pp |
| Annual return | 16.42% | 31.98%-15.6pp | 439.23%-422.8pp | 31.67%-15.2pp |
| Employer contribution / active EE | $1,137 | $1,071+6.1% | $3,475-67.3% | $2,019-43.7% |
| Participant deferral / active EE | $1,825 | $2,206-17.3% | $3,999-54.4% | $3,358-45.6% |
| Admin fee / account holder | $6,307 | $4,159+51.6% | $5,696+10.7% | $3,203+96.9% |