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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 | $46,019 | $64,705-28.9% | $62,929-26.9% | $67,986-32.3% |
| Participation rate | 58.3% | 65.6%-7.3pp | 73.1%-14.8pp | 57.2%+1.1pp |
| Annual return | 12.80% | 20.31%-7.5pp | 1063.93%-1051.1pp | 31.67%-18.9pp |
| Employer contribution / active EE | $788 | $2,376-66.8% | $2,505-68.5% | $2,019-61.0% |
| Participant deferral / active EE | $1,361 | $3,198-57.4% | $3,888-65.0% | $3,358-59.5% |
| Admin fee / account holder | $910 | $1,428-36.3% | $5,065-82.0% | $3,203-71.6% |