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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 | $31,113 | $48,327-35.6% | $67,575-54.0% | $80,935-61.6% |
| Participation rate | 65.5% | 66.4%-0.9pp | 72.9%-7.4pp | 67.7%-2.1pp |
| Annual return | 19.46% | 18.31%+1.2pp | 3528.98%-3509.5pp | 35.66%-16.2pp |
| Employer contribution / active EE | $748 | $2,022-63.0% | $2,736-72.7% | $2,757-72.9% |
| Participant deferral / active EE | $4,901 | $2,927+67.4% | $4,003+22.4% | $4,299+14.0% |
| Admin fee / account holder | $2,935 | $3,692-20.5% | $3,993-26.5% | $6,924-57.6% |