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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 | $30,467 | $29,733+2.5% | $56,025-45.6% | $80,959-62.4% |
| Participation rate | 49.4% | 41.7%+7.7pp | 52.5%-3.1pp | 67.7%-18.3pp |
| Annual return | 13.36% | 35.28%-21.9pp | 1712.69%-1699.3pp | 35.67%-22.3pp |
| Employer contribution / active EE | $407 | $672-39.5% | $1,042-61.0% | $2,757-85.3% |
| Participant deferral / active EE | $2,473 | $1,229+101.2% | $1,955+26.5% | $4,300-42.5% |
| Admin fee / account holder | $2,432 | $2,434-0.1% | $2,828-14.0% | $6,925-64.9% |