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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 | $29,670+66.0% | $56,054-12.1% | $80,911-39.1% |
| Participation rate | 42.5% | 41.7%+0.8pp | 52.5%-10.0pp | 67.6%-25.1pp |
| Annual return | 13.34% | 35.24%-21.9pp | 1705.95%-1692.6pp | 35.63%-22.3pp |
| Employer contribution / active EE | $935 | $670+39.6% | $1,039-10.0% | $2,756-66.1% |
| Participant deferral / active EE | $2,503 | $1,227+104.0% | $1,952+28.2% | $4,297-41.8% |
| Admin fee / account holder | $1,276 | $2,431-47.5% | $2,822-54.8% | $6,935-81.6% |