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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 | $45,480 | $29,670+53.3% | $56,054-18.9% | $80,911-43.8% |
| Participation rate | 39.8% | 41.7%-1.9pp | 52.5%-12.7pp | 67.6%-27.9pp |
| Annual return | 13.09% | 35.24%-22.1pp | 1705.95%-1692.9pp | 35.63%-22.5pp |
| Employer contribution / active EE | $921 | $670+37.5% | $1,039-11.4% | $2,756-66.6% |
| Participant deferral / active EE | $1,966 | $1,227+60.3% | $1,952+0.7% | $4,297-54.2% |
| Admin fee / account holder | $1,208 | $2,431-50.3% | $2,822-57.2% | $6,935-82.6% |