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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 | $35,122 | $29,736+18.1% | $56,033-37.3% | $80,935-56.6% |
| Participation rate | 21.9% | 41.7%-19.8pp | 52.5%-30.6pp | 67.7%-45.8pp |
| Annual return | 15.08% | 35.28%-20.2pp | 1711.38%-1696.3pp | 35.66%-20.6pp |
| Employer contribution / active EE | $437 | $671-34.9% | $1,041-58.0% | $2,757-84.1% |
| Participant deferral / active EE | $1,712 | $1,228+39.3% | $1,954-12.4% | $4,299-60.2% |
| Admin fee / account holder | $1,024 | $2,434-57.9% | $2,827-63.8% | $6,924-85.2% |