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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 | $41,413 | $29,733+39.3% | $56,025-26.1% | $80,959-48.8% |
| Participation rate | 37.1% | 41.7%-4.6pp | 52.5%-15.4pp | 67.7%-30.6pp |
| Annual return | 17.03% | 35.28%-18.3pp | 1712.69%-1695.7pp | 35.67%-18.6pp |
| Employer contribution / active EE | $981 | $672+46.0% | $1,042-5.8% | $2,757-64.4% |
| Participant deferral / active EE | $1,832 | $1,229+49.0% | $1,955-6.3% | $4,300-57.4% |
| Admin fee / account holder | $656 | $2,434-73.1% | $2,828-76.8% | $6,925-90.5% |