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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 | $29,670+3.2% | $56,054-45.4% | $80,911-62.2% |
| Participation rate | 28.0% | 41.7%-13.7pp | 52.5%-24.5pp | 67.6%-39.6pp |
| Annual return | 12.91% | 35.24%-22.3pp | 1705.95%-1693.0pp | 35.63%-22.7pp |
| Employer contribution / active EE | $791 | $670+18.0% | $1,039-23.9% | $2,756-71.3% |
| Participant deferral / active EE | $1,488 | $1,227+21.3% | $1,952-23.8% | $4,297-65.4% |
| Admin fee / account holder | $5,871 | $2,431+141.5% | $2,822+108.0% | $6,935-15.3% |