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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 | $27,493 | $29,716-7.5% | $56,077-51.0% | $80,925-66.0% |
| Participation rate | 42.9% | 41.7%+1.2pp | 52.5%-9.6pp | 67.7%-24.8pp |
| Annual return | 18.73% | 35.30%-16.6pp | 1709.28%-1690.5pp | 35.65%-16.9pp |
| Employer contribution / active EE | $943 | $671+40.5% | $1,040-9.4% | $2,756-65.8% |
| Participant deferral / active EE | $2,358 | $1,228+92.0% | $1,954+20.7% | $4,299-45.1% |
| Admin fee / account holder | $916 | $2,432-62.4% | $2,825-67.6% | $6,940-86.8% |