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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 | $44,442 | $29,733+49.5% | $56,025-20.7% | $80,959-45.1% |
| Participation rate | 59.1% | 41.7%+17.4pp | 52.5%+6.6pp | 67.7%-8.6pp |
| Annual return | 10.95% | 35.28%-24.3pp | 1712.69%-1701.7pp | 35.67%-24.7pp |
| Employer contribution / active EE | $572 | $672-14.9% | $1,042-45.1% | $2,757-79.3% |
| Participant deferral / active EE | $1,672 | $1,229+36.0% | $1,955-14.5% | $4,300-61.1% |
| Admin fee / account holder | $3,159 | $2,434+29.8% | $2,828+11.7% | $6,925-54.4% |