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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 | $43,941 | $29,667+48.1% | $56,441-22.1% | $80,874-45.7% |
| Participation rate | 59.0% | 41.7%+17.3pp | 52.5%+6.5pp | 67.6%-8.7pp |
| Annual return | 11.73% | 35.22%-23.5pp | 1704.21%-1692.5pp | 35.62%-23.9pp |
| Employer contribution / active EE | $704 | $669+5.2% | $1,039-32.2% | $2,756-74.4% |
| Participant deferral / active EE | $2,248 | $1,227+83.3% | $1,953+15.1% | $4,297-47.7% |
| Admin fee / account holder | $3,355 | $2,429+38.1% | $2,829+18.6% | $6,935-51.6% |