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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 | $30,566 | $29,667+3.0% | $56,441-45.8% | $80,874-62.2% |
| Participation rate | 37.3% | 41.7%-4.3pp | 52.5%-15.1pp | 67.6%-30.3pp |
| Annual return | 18.92% | 35.22%-16.3pp | 1704.21%-1685.3pp | 35.62%-16.7pp |
| Employer contribution / active EE | $987 | $669+47.5% | $1,039-5.0% | $2,756-64.2% |
| Participant deferral / active EE | $1,689 | $1,227+37.7% | $1,953-13.5% | $4,297-60.7% |
| Admin fee / account holder | $3,656 | $2,429+50.5% | $2,829+29.2% | $6,935-47.3% |