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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 | $41,293 | $27,800+48.5% | $58,544-29.5% | $71,495-42.2% |
| Participation rate | 36.1% | 34.6%+1.5pp | 50.9%-14.8pp | 67.9%-31.8pp |
| Annual return | 14.80% | 26.80%-12.0pp | 4249.56%-4234.8pp | 28.85%-14.0pp |
| Employer contribution / active EE | $722 | $632+14.3% | $1,053-31.4% | $2,589-72.1% |
| Participant deferral / active EE | $963 | $1,208-20.3% | $1,923-49.9% | $4,291-77.6% |
| Admin fee / account holder | $1,655 | $1,637+1.1% | $2,520-34.3% | $1,588+4.3% |