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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 | $36,592 | $29,670+23.3% | $56,054-34.7% | $80,911-54.8% |
| Participation rate | 32.8% | 41.7%-8.9pp | 52.5%-19.7pp | 67.6%-34.9pp |
| Annual return | 13.09% | 35.24%-22.1pp | 1705.95%-1692.9pp | 35.63%-22.5pp |
| Employer contribution / active EE | $899 | $670+34.2% | $1,039-13.5% | $2,756-67.4% |
| Participant deferral / active EE | $1,361 | $1,227+10.9% | $1,952-30.3% | $4,297-68.3% |
| Admin fee / account holder | $3,178 | $2,431+30.7% | $2,822+12.6% | $6,935-54.2% |