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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 | $48,178 | $47,479+1.5% | $62,929-23.4% | $82,448-41.6% |
| Participation rate | 68.9% | 66.9%+2.0pp | 73.1%-4.2pp | 68.1%+0.9pp |
| Annual return | 14.26% | 20.34%-6.1pp | 1063.93%-1049.7pp | 41.64%-27.4pp |
| Employer contribution / active EE | $413 | $1,885-78.1% | $2,505-83.5% | $2,551-83.8% |
| Participant deferral / active EE | $6,083 | $2,870+111.9% | $3,888+56.4% | $4,139+47.0% |
| Admin fee / account holder | $333 | $3,804-91.2% | $5,065-93.4% | $7,234-95.4% |