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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 | $34,892 | $29,733+17.3% | $56,025-37.7% | $80,959-56.9% |
| Participation rate | 41.5% | 41.7%-0.3pp | 52.5%-11.0pp | 67.7%-26.2pp |
| Annual return | 12.11% | 35.28%-23.2pp | 1712.69%-1700.6pp | 35.67%-23.6pp |
| Employer contribution / active EE | $1,007 | $672+49.8% | $1,042-3.4% | $2,757-63.5% |
| Participant deferral / active EE | $3,635 | $1,229+195.7% | $1,955+86.0% | $4,300-15.5% |
| Admin fee / account holder | $1,875 | $2,434-22.9% | $2,828-33.7% | $6,925-72.9% |