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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 | $79,450 | $29,736+167.2% | $56,033+41.8% | $80,935-1.8% |
| Participation rate | 55.3% | 41.7%+13.6pp | 52.5%+2.8pp | 67.7%-12.4pp |
| Annual return | 24.98% | 35.28%-10.3pp | 1711.38%-1686.4pp | 35.66%-10.7pp |
| Employer contribution / active EE | $1,134 | $671+68.8% | $1,041+8.9% | $2,757-58.9% |
| Participant deferral / active EE | $2,076 | $1,228+69.0% | $1,954+6.2% | $4,299-51.7% |
| Admin fee / account holder | $2,229 | $2,434-8.4% | $2,827-21.2% | $6,924-67.8% |