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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 | $29,736+52.9% | $56,033-18.8% | $80,935-43.8% |
| Participation rate | 39.8% | 41.7%-1.9pp | 52.5%-12.7pp | 67.7%-27.9pp |
| Annual return | 13.09% | 35.28%-22.2pp | 1711.38%-1698.3pp | 35.66%-22.6pp |
| Employer contribution / active EE | $921 | $671+37.2% | $1,041-11.5% | $2,757-66.6% |
| Participant deferral / active EE | $1,966 | $1,228+60.1% | $1,954+0.6% | $4,299-54.3% |
| Admin fee / account holder | $1,208 | $2,434-50.4% | $2,827-57.3% | $6,924-82.6% |