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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 | $49,677 | $30,437+63.2% | $56,033-11.3% | $74,459-33.3% |
| Participation rate | 38.6% | 32.9%+5.7pp | 52.5%-13.9pp | 67.2%-28.6pp |
| Annual return | 10.65% | 24.96%-14.3pp | 1711.38%-1700.7pp | 1369.70%-1359.0pp |
| Employer contribution / active EE | $860 | $610+41.0% | $1,041-17.4% | $2,626-67.3% |
| Participant deferral / active EE | $2,006 | $1,176+70.6% | $1,954+2.7% | $4,350-53.9% |
| Admin fee / account holder | $5,900 | $2,363+149.7% | $2,827+108.7% | $1,945+203.4% |