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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 | $38,932 | $29,736+30.9% | $56,033-30.5% | $80,935-51.9% |
| Participation rate | 19.4% | 41.7%-22.3pp | 52.5%-33.1pp | 67.7%-48.3pp |
| Annual return | 14.26% | 35.28%-21.0pp | 1711.38%-1697.1pp | 35.66%-21.4pp |
| Employer contribution / active EE | $799 | $671+18.9% | $1,041-23.3% | $2,757-71.0% |
| Participant deferral / active EE | $912 | $1,228-25.8% | $1,954-53.3% | $4,299-78.8% |
| Admin fee / account holder | $2,304 | $2,434-5.3% | $2,827-18.5% | $6,924-66.7% |