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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 | $29,670+3.0% | $56,054-45.5% | $80,911-62.2% |
| Participation rate | 37.3% | 41.7%-4.3pp | 52.5%-15.1pp | 67.6%-30.3pp |
| Annual return | 18.92% | 35.24%-16.3pp | 1705.95%-1687.0pp | 35.63%-16.7pp |
| Employer contribution / active EE | $987 | $670+47.4% | $1,039-5.0% | $2,756-64.2% |
| Participant deferral / active EE | $1,689 | $1,227+37.7% | $1,952-13.5% | $4,297-60.7% |
| Admin fee / account holder | $3,656 | $2,431+50.4% | $2,822+29.5% | $6,935-47.3% |