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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 | $32,014 | $29,733+7.7% | $56,025-42.9% | $80,959-60.5% |
| Participation rate | 28.9% | 41.7%-12.8pp | 52.5%-23.6pp | 67.7%-38.7pp |
| Annual return | 11.61% | 35.28%-23.7pp | 1712.69%-1701.1pp | 35.67%-24.1pp |
| Employer contribution / active EE | $726 | $672+8.0% | $1,042-30.3% | $2,757-73.7% |
| Participant deferral / active EE | $2,186 | $1,229+77.8% | $1,955+11.9% | $4,300-49.2% |
| Admin fee / account holder | $1,132 | $2,434-53.5% | $2,828-60.0% | $6,925-83.6% |