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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 | $36,401 | $29,716+22.5% | $56,077-35.1% | $80,925-55.0% |
| Participation rate | 50.9% | 41.7%+9.2pp | 52.5%-1.6pp | 67.7%-16.8pp |
| Annual return | 16.64% | 35.30%-18.7pp | 1709.28%-1692.6pp | 35.65%-19.0pp |
| Employer contribution / active EE | $1,060 | $671+58.0% | $1,040+1.9% | $2,756-61.5% |
| Participant deferral / active EE | $2,328 | $1,228+89.5% | $1,954+19.1% | $4,299-45.9% |
| Admin fee / account holder | $1,455 | $2,432-40.2% | $2,825-48.5% | $6,940-79.0% |