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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 | $30,624 | $29,716+3.1% | $56,077-45.4% | $80,925-62.2% |
| Participation rate | 28.0% | 41.7%-13.7pp | 52.5%-24.5pp | 67.7%-39.7pp |
| Annual return | 12.91% | 35.30%-22.4pp | 1709.28%-1696.4pp | 35.65%-22.7pp |
| Employer contribution / active EE | $791 | $671+17.8% | $1,040-24.0% | $2,756-71.3% |
| Participant deferral / active EE | $1,488 | $1,228+21.1% | $1,954-23.8% | $4,299-65.4% |
| Admin fee / account holder | $5,871 | $2,432+141.4% | $2,825+107.8% | $6,940-15.4% |