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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 | $49,247 | $29,733+65.6% | $56,025-12.1% | $80,959-39.2% |
| Participation rate | 42.5% | 41.7%+0.8pp | 52.5%-10.0pp | 67.7%-25.2pp |
| Annual return | 13.34% | 35.28%-21.9pp | 1712.69%-1699.3pp | 35.67%-22.3pp |
| Employer contribution / active EE | $935 | $672+39.2% | $1,042-10.2% | $2,757-66.1% |
| Participant deferral / active EE | $2,503 | $1,229+103.6% | $1,955+28.0% | $4,300-41.8% |
| Admin fee / account holder | $1,276 | $2,434-47.6% | $2,828-54.9% | $6,925-81.6% |