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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 | $29,716+30.5% | $56,077-30.9% | $80,925-52.1% |
| Participation rate | 40.9% | 41.7%-0.8pp | 52.5%-11.6pp | 67.7%-26.7pp |
| Annual return | 16.15% | 35.30%-19.2pp | 1709.28%-1693.1pp | 35.65%-19.5pp |
| Employer contribution / active EE | $899 | $671+33.9% | $1,040-13.6% | $2,756-67.4% |
| Participant deferral / active EE | $2,371 | $1,228+93.0% | $1,954+21.3% | $4,299-44.9% |
| Admin fee / account holder | $575 | $2,432-76.4% | $2,825-79.7% | $6,940-91.7% |