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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 | $33,206 | $29,733+11.7% | $56,025-40.7% | $80,959-59.0% |
| Participation rate | 40.2% | 41.7%-1.5pp | 52.5%-12.3pp | 67.7%-27.4pp |
| Annual return | 14.16% | 35.28%-21.1pp | 1712.69%-1698.5pp | 35.67%-21.5pp |
| Employer contribution / active EE | $1,344 | $672+100.0% | $1,042+29.0% | $2,757-51.3% |
| Participant deferral / active EE | $2,928 | $1,229+138.2% | $1,955+49.8% | $4,300-31.9% |
| Admin fee / account holder | $1,074 | $2,434-55.9% | $2,828-62.0% | $6,925-84.5% |