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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 | $33,959 | $29,733+14.2% | $56,025-39.4% | $80,959-58.1% |
| Participation rate | 41.7% | 41.7%-0.1pp | 52.5%-10.8pp | 67.7%-26.0pp |
| Annual return | 14.42% | 35.28%-20.9pp | 1712.69%-1698.3pp | 35.67%-21.2pp |
| Employer contribution / active EE | $2,241 | $672+233.6% | $1,042+115.2% | $2,757-18.7% |
| Participant deferral / active EE | $3,268 | $1,229+165.8% | $1,955+67.2% | $4,300-24.0% |
| Admin fee / account holder | $1,503 | $2,434-38.2% | $2,828-46.9% | $6,925-78.3% |