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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 | $30,989 | $29,733+4.2% | $56,025-44.7% | $80,959-61.7% |
| Participation rate | 54.0% | 41.7%+12.3pp | 52.5%+1.5pp | 67.7%-13.7pp |
| Annual return | 11.21% | 35.28%-24.1pp | 1712.69%-1701.5pp | 35.67%-24.5pp |
| Employer contribution / active EE | $865 | $672+28.7% | $1,042-17.0% | $2,757-68.6% |
| Participant deferral / active EE | $2,027 | $1,229+64.8% | $1,955+3.7% | $4,300-52.9% |
| Admin fee / account holder | $358 | $2,434-85.3% | $2,828-87.3% | $6,925-94.8% |