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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 | $47,132 | $29,716+58.6% | $56,077-16.0% | $80,925-41.8% |
| Participation rate | 30.0% | 41.7%-11.7pp | 52.5%-22.5pp | 67.7%-37.7pp |
| Annual return | 12.67% | 35.30%-22.6pp | 1709.28%-1696.6pp | 35.65%-23.0pp |
| Employer contribution / active EE | $868 | $671+29.3% | $1,040-16.6% | $2,756-68.5% |
| Participant deferral / active EE | $2,656 | $1,228+116.2% | $1,954+35.9% | $4,299-38.2% |
| Admin fee / account holder | $891 | $2,432-63.4% | $2,825-68.5% | $6,940-87.2% |