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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 | $35,353 | $34,316+3.0% | $74,722-52.7% | $72,975-51.6% |
| Participation rate | 38.7% | 42.4%-3.7pp | 54.5%-15.8pp | 69.5%-30.8pp |
| Annual return | 21.96% | 26.58%-4.6pp | 753.11%-731.2pp | 81.01%-59.0pp |
| Employer contribution / active EE | $736 | $692+6.4% | $1,084-32.1% | $2,440-69.8% |
| Participant deferral / active EE | $1,432 | $1,272+12.6% | $1,963-27.0% | $3,608-60.3% |
| Admin fee / account holder | $453 | $2,125-78.7% | $3,335-86.4% | $5,124-91.2% |