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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 | $38,773 | $29,733+30.4% | $56,025-30.8% | $80,959-52.1% |
| Participation rate | 40.9% | 41.7%-0.8pp | 52.5%-11.6pp | 67.7%-26.8pp |
| Annual return | 16.15% | 35.28%-19.1pp | 1712.69%-1696.5pp | 35.67%-19.5pp |
| Employer contribution / active EE | $899 | $672+33.8% | $1,042-13.7% | $2,757-67.4% |
| Participant deferral / active EE | $2,371 | $1,229+92.8% | $1,955+21.3% | $4,300-44.9% |
| Admin fee / account holder | $575 | $2,434-76.4% | $2,828-79.7% | $6,925-91.7% |