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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 | $26,006 | $29,733-12.5% | $56,025-53.6% | $80,959-67.9% |
| Participation rate | 57.7% | 41.7%+16.0pp | 52.5%+5.2pp | 67.7%-10.0pp |
| Annual return | 13.13% | 35.28%-22.2pp | 1712.69%-1699.6pp | 35.67%-22.5pp |
| Employer contribution / active EE | $2,499 | $672+272.0% | $1,042+139.9% | $2,757-9.4% |
| Participant deferral / active EE | $3,998 | $1,229+225.2% | $1,955+104.6% | $4,300-7.0% |
| Admin fee / account holder | $2,670 | $2,434+9.7% | $2,828-5.6% | $6,925-61.4% |