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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 | $33,591 | $27,924+20.3% | $58,544-42.6% | $75,181-55.3% |
| Participation rate | 36.2% | 38.8%-2.6pp | 50.9%-14.6pp | 67.2%-31.0pp |
| Annual return | 15.08% | 44.20%-29.1pp | 4249.56%-4234.5pp | 160.69%-145.6pp |
| Employer contribution / active EE | $965 | $669+44.2% | $1,053-8.3% | $2,671-63.9% |
| Participant deferral / active EE | $1,890 | $1,202+57.3% | $1,923-1.7% | $4,126-54.2% |
| Admin fee / account holder | $3,098 | $1,726+79.4% | $2,520+22.9% | $5,650-45.2% |