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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 | $54,818 | $67,823-19.2% | $52,425+4.6% | $137,256-60.1% |
| Participation rate | 33.3% | 63.9%-30.6pp | 55.6%-22.3pp | 80.0%-46.6pp |
| Annual return | 29.05% | 219.11%-190.1pp | 302.12%-273.1pp | 220.34%-191.3pp |
| Employer contribution / active EE | $1,161 | $1,163-0.1% | $914+27.0% | $4,156-72.1% |
| Participant deferral / active EE | $7,833 | $2,288+242.4% | $1,790+337.5% | $6,407+22.3% |
| Admin fee / account holder | $997 | $2,844-64.9% | $2,495-60.0% | $12,270-91.9% |