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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 | $55,815 | $29,736+87.7% | $56,033-0.4% | $80,935-31.0% |
| Participation rate | 43.6% | 41.7%+1.9pp | 52.5%-8.9pp | 67.7%-24.0pp |
| Annual return | 11.93% | 35.28%-23.3pp | 1711.38%-1699.4pp | 35.66%-23.7pp |
| Employer contribution / active EE | $1,068 | $671+59.1% | $1,041+2.6% | $2,757-61.3% |
| Participant deferral / active EE | $2,880 | $1,228+134.5% | $1,954+47.4% | $4,299-33.0% |
| Admin fee / account holder | $1,619 | $2,434-33.5% | $2,827-42.7% | $6,924-76.6% |