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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 | $76,326 | $27,924+173.3% | $58,544+30.4% | $75,181+1.5% |
| Participation rate | 43.1% | 38.8%+4.3pp | 50.9%-7.7pp | 67.2%-24.1pp |
| Annual return | 17.61% | 44.20%-26.6pp | 4249.56%-4232.0pp | 160.69%-143.1pp |
| Employer contribution / active EE | $820 | $669+22.6% | $1,053-22.1% | $2,671-69.3% |
| Participant deferral / active EE | $2,198 | $1,202+82.9% | $1,923+14.3% | $4,126-46.7% |
| Admin fee / account holder | $311 | $1,726-82.0% | $2,520-87.7% | $5,650-94.5% |