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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 | $43,395 | $29,716+46.0% | $56,077-22.6% | $80,925-46.4% |
| Participation rate | 66.7% | 41.7%+25.0pp | 52.5%+14.2pp | 67.7%-1.0pp |
| Annual return | 10.84% | 35.30%-24.5pp | 1709.28%-1698.4pp | 35.65%-24.8pp |
| Employer contribution / active EE | $873 | $671+30.1% | $1,040-16.1% | $2,756-68.3% |
| Participant deferral / active EE | $2,519 | $1,228+105.0% | $1,954+28.9% | $4,299-41.4% |
| Admin fee / account holder | $1,612 | $2,432-33.7% | $2,825-42.9% | $6,940-76.8% |