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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 | $33,737 | $27,936+20.8% | $58,561-42.4% | $75,173-55.1% |
| Participation rate | 42.4% | 38.8%+3.6pp | 50.9%-8.4pp | 67.2%-24.8pp |
| Annual return | 15.29% | 44.21%-28.9pp | 4251.33%-4236.0pp | 160.72%-145.4pp |
| Employer contribution / active EE | $816 | $670+21.8% | $1,053-22.6% | $2,671-69.5% |
| Participant deferral / active EE | $2,009 | $1,202+67.2% | $1,923+4.5% | $4,126-51.3% |
| Admin fee / account holder | $1,314 | $1,727-23.9% | $2,520-47.9% | $5,651-76.8% |