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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 | $32,071 | $29,670+8.1% | $56,054-42.8% | $80,911-60.4% |
| Participation rate | 34.3% | 41.7%-7.4pp | 52.5%-18.2pp | 67.6%-33.4pp |
| Annual return | 16.29% | 35.24%-18.9pp | 1705.95%-1689.7pp | 35.63%-19.3pp |
| Employer contribution / active EE | $764 | $670+14.1% | $1,039-26.4% | $2,756-72.3% |
| Participant deferral / active EE | $1,559 | $1,227+27.1% | $1,952-20.1% | $4,297-63.7% |
| Admin fee / account holder | $2,045 | $2,431-15.9% | $2,822-27.6% | $6,935-70.5% |