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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 | $31,662 | $29,716+6.6% | $56,077-43.5% | $80,925-60.9% |
| Participation rate | 56.0% | 41.7%+14.3pp | 52.5%+3.5pp | 67.7%-11.7pp |
| Annual return | 13.80% | 35.30%-21.5pp | 1709.28%-1695.5pp | 35.65%-21.9pp |
| Employer contribution / active EE | $811 | $671+20.9% | $1,040-22.0% | $2,756-70.6% |
| Participant deferral / active EE | $2,086 | $1,228+69.8% | $1,954+6.8% | $4,299-51.5% |
| Admin fee / account holder | $3,016 | $2,432+24.0% | $2,825+6.8% | $6,940-56.5% |