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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 | $36,276 | $27,800+30.5% | $58,544-38.0% | $71,495-49.3% |
| Participation rate | 40.0% | 34.6%+5.4pp | 50.9%-10.9pp | 67.9%-27.9pp |
| Annual return | 18.58% | 26.80%-8.2pp | 4249.56%-4231.0pp | 28.85%-10.3pp |
| Employer contribution / active EE | $1,141 | $632+80.7% | $1,053+8.4% | $2,589-55.9% |
| Participant deferral / active EE | $2,433 | $1,208+101.4% | $1,923+26.5% | $4,291-43.3% |
| Admin fee / account holder | $3,554 | $1,637+117.1% | $2,520+41.1% | $1,588+123.9% |