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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 | $31,962 | $31,679+0.9% | $74,722-57.2% | $65,185-51.0% |
| Participation rate | 53.3% | 40.4%+13.0pp | 54.5%-1.1pp | 70.2%-16.9pp |
| Annual return | 21.05% | 39.04%-18.0pp | 753.11%-732.1pp | 29.38%-8.3pp |
| Employer contribution / active EE | $1,084 | $566+91.6% | $1,0840% | $2,177-50.2% |
| Participant deferral / active EE | $1,993 | $1,191+67.4% | $1,963+1.5% | $3,514-43.3% |
| Admin fee / account holder | $2,020 | $379+433.2% | $3,335-39.4% | $847+138.4% |