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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 | $29,716+7.7% | $56,077-42.9% | $80,925-60.4% |
| Participation rate | 28.9% | 41.7%-12.8pp | 52.5%-23.6pp | 67.7%-38.7pp |
| Annual return | 11.61% | 35.30%-23.7pp | 1709.28%-1697.7pp | 35.65%-24.0pp |
| Employer contribution / active EE | $726 | $671+8.2% | $1,040-30.2% | $2,756-73.7% |
| Participant deferral / active EE | $2,186 | $1,228+78.0% | $1,954+11.9% | $4,299-49.1% |
| Admin fee / account holder | $1,132 | $2,432-53.4% | $2,825-59.9% | $6,940-83.7% |