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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 | $49,908 | $29,667+68.2% | $56,441-11.6% | $80,874-38.3% |
| Participation rate | 46.1% | 41.7%+4.4pp | 52.5%-6.4pp | 67.6%-21.6pp |
| Annual return | 15.52% | 35.22%-19.7pp | 1704.21%-1688.7pp | 35.62%-20.1pp |
| Employer contribution / active EE | $918 | $669+37.2% | $1,039-11.6% | $2,756-66.7% |
| Participant deferral / active EE | $1,568 | $1,227+27.8% | $1,953-19.7% | $4,297-63.5% |
| Admin fee / account holder | $4,770 | $2,429+96.3% | $2,829+68.6% | $6,935-31.2% |