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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 | $55,412 | $29,667+86.8% | $56,441-1.8% | $80,874-31.5% |
| Participation rate | 38.6% | 41.7%-3.1pp | 52.5%-13.9pp | 67.6%-29.1pp |
| Annual return | 13.18% | 35.22%-22.0pp | 1704.21%-1691.0pp | 35.62%-22.4pp |
| Employer contribution / active EE | $1,053 | $669+57.3% | $1,039+1.3% | $2,756-61.8% |
| Participant deferral / active EE | $2,673 | $1,227+117.9% | $1,953+36.9% | $4,297-37.8% |
| Admin fee / account holder | $798 | $2,429-67.2% | $2,829-71.8% | $6,935-88.5% |