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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 | $30,561 | $29,051+5.2% | $52,425-41.7% | $67,986-55.0% |
| Participation rate | 35.6% | 30.4%+5.1pp | 55.6%-20.0pp | 57.2%-21.6pp |
| Annual return | 21.61% | 24.00%-2.4pp | 302.12%-280.5pp | 31.67%-10.1pp |
| Employer contribution / active EE | $666 | $412+61.7% | $914-27.2% | $2,019-67.0% |
| Participant deferral / active EE | $1,449 | $873+65.9% | $1,790-19.1% | $3,358-56.9% |
| Admin fee / account holder | $676 | $2,113-68.0% | $2,495-72.9% | $3,203-78.9% |