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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 | $36,775 | $29,733+23.7% | $56,025-34.4% | $80,959-54.6% |
| Participation rate | 40.5% | 41.7%-1.2pp | 52.5%-12.0pp | 67.7%-27.1pp |
| Annual return | 11.41% | 35.28%-23.9pp | 1712.69%-1701.3pp | 35.67%-24.3pp |
| Employer contribution / active EE | $1,646 | $672+145.0% | $1,042+58.0% | $2,757-40.3% |
| Participant deferral / active EE | $3,848 | $1,229+213.0% | $1,955+96.9% | $4,300-10.5% |
| Admin fee / account holder | $703 | $2,434-71.1% | $2,828-75.1% | $6,925-89.8% |