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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 | $52,236 | $29,733+75.7% | $56,025-6.8% | $80,959-35.5% |
| Participation rate | 45.9% | 41.7%+4.2pp | 52.5%-6.6pp | 67.7%-21.7pp |
| Annual return | 12.33% | 35.28%-23.0pp | 1712.69%-1700.4pp | 35.67%-23.3pp |
| Employer contribution / active EE | $1,329 | $672+97.9% | $1,042+27.6% | $2,757-51.8% |
| Participant deferral / active EE | $2,699 | $1,229+119.5% | $1,955+38.1% | $4,300-37.2% |
| Admin fee / account holder | $306 | $2,434-87.4% | $2,828-89.2% | $6,925-95.6% |