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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 | $40,779 | $31,105+31.1% | $53,647-24.0% | $64,097-36.4% |
| Participation rate | 43.8% | 30.7%+13.1pp | 56.3%-12.5pp | 55.2%-11.4pp |
| Annual return | 23.01% | 22.54%+0.5pp | 358.33%-335.3pp | 34.64%-11.6pp |
| Employer contribution / active EE | $1,394 | $441+216.3% | $962+44.9% | $1,891-26.3% |
| Participant deferral / active EE | $1,974 | $896+120.2% | $1,813+8.9% | $3,080-35.9% |
| Admin fee / account holder | $2,579 | $2,195+17.5% | $2,460+4.8% | $3,454-25.4% |