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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 | $35,363 | $29,667+19.2% | $56,441-37.3% | $80,874-56.3% |
| Participation rate | 44.8% | 41.7%+3.1pp | 52.5%-7.7pp | 67.6%-22.9pp |
| Annual return | 25.03% | 35.22%-10.2pp | 1704.21%-1679.2pp | 35.62%-10.6pp |
| Employer contribution / active EE | $440 | $669-34.2% | $1,039-57.6% | $2,756-84.0% |
| Participant deferral / active EE | $1,735 | $1,227+41.4% | $1,953-11.2% | $4,297-59.6% |
| Admin fee / account holder | $555 | $2,429-77.2% | $2,829-80.4% | $6,935-92.0% |