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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 | $62,214 | $27,800+123.8% | $58,561+6.2% | $71,511-13.0% |
| Participation rate | 42.7% | 34.6%+8.2pp | 50.9%-8.1pp | 67.9%-25.2pp |
| Annual return | 18.86% | 26.80%-7.9pp | 4251.33%-4232.5pp | 28.86%-10.0pp |
| Employer contribution / active EE | $1,167 | $632+84.7% | $1,053+10.8% | $2,589-54.9% |
| Participant deferral / active EE | $2,371 | $1,208+96.3% | $1,923+23.3% | $4,291-44.7% |
| Admin fee / account holder | $2,845 | $1,637+73.8% | $2,520+12.9% | $1,588+79.1% |