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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 | $43,636 | $29,736+46.7% | $56,033-22.1% | $80,935-46.1% |
| Participation rate | 51.5% | 41.7%+9.8pp | 52.5%-1.0pp | 67.7%-16.1pp |
| Annual return | 13.40% | 35.28%-21.9pp | 1711.38%-1698.0pp | 35.66%-22.3pp |
| Employer contribution / active EE | $614 | $671-8.5% | $1,041-41.0% | $2,757-77.7% |
| Participant deferral / active EE | $1,489 | $1,228+21.2% | $1,954-23.8% | $4,299-65.4% |
| Admin fee / account holder | $703 | $2,434-71.1% | $2,827-75.1% | $6,924-89.8% |