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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 | $29,733+18.9% | $56,025-36.9% | $80,959-56.3% |
| Participation rate | 44.8% | 41.7%+3.1pp | 52.5%-7.7pp | 67.7%-22.9pp |
| Annual return | 25.03% | 35.28%-10.3pp | 1712.69%-1687.7pp | 35.67%-10.6pp |
| Employer contribution / active EE | $440 | $672-34.4% | $1,042-57.7% | $2,757-84.0% |
| Participant deferral / active EE | $1,735 | $1,229+41.1% | $1,955-11.2% | $4,300-59.7% |
| Admin fee / account holder | $555 | $2,434-77.2% | $2,828-80.4% | $6,925-92.0% |