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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 | $49,658 | $29,736+67.0% | $56,033-11.4% | $80,935-38.6% |
| Participation rate | 33.7% | 41.7%-8.0pp | 52.5%-18.8pp | 67.7%-33.9pp |
| Annual return | 14.70% | 35.28%-20.6pp | 1711.38%-1696.7pp | 35.66%-21.0pp |
| Employer contribution / active EE | $802 | $671+19.5% | $1,041-22.9% | $2,757-70.9% |
| Participant deferral / active EE | $1,603 | $1,228+30.5% | $1,954-18.0% | $4,299-62.7% |
| Admin fee / account holder | $1,979 | $2,434-18.7% | $2,827-30.0% | $6,924-71.4% |