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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 | $33,261 | $29,733+11.9% | $56,025-40.6% | $80,959-58.9% |
| Participation rate | 38.4% | 41.7%-3.4pp | 52.5%-14.2pp | 67.7%-29.3pp |
| Annual return | 21.48% | 35.28%-13.8pp | 1712.69%-1691.2pp | 35.67%-14.2pp |
| Employer contribution / active EE | $798 | $672+18.9% | $1,042-23.3% | $2,757-71.0% |
| Participant deferral / active EE | $1,520 | $1,229+23.7% | $1,955-22.2% | $4,300-64.6% |
| Admin fee / account holder | $398 | $2,434-83.7% | $2,828-85.9% | $6,925-94.3% |