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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 | $54,228 | $29,733+82.4% | $56,025-3.2% | $80,959-33.0% |
| Participation rate | 42.6% | 41.7%+0.9pp | 52.5%-9.9pp | 67.7%-25.0pp |
| Annual return | 21.77% | 35.28%-13.5pp | 1712.69%-1690.9pp | 35.67%-13.9pp |
| Employer contribution / active EE | $1,043 | $672+55.3% | $1,042+0.1% | $2,757-62.2% |
| Participant deferral / active EE | $1,697 | $1,229+38.0% | $1,955-13.2% | $4,300-60.5% |
| Admin fee / account holder | $2,560 | $2,434+5.2% | $2,828-9.5% | $6,925-63.0% |