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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 | $56,963 | $29,667+92.0% | $56,441+0.9% | $80,874-29.6% |
| Participation rate | 20.4% | 41.7%-21.3pp | 52.5%-32.1pp | 67.6%-47.3pp |
| Annual return | 13.22% | 35.22%-22.0pp | 1704.21%-1691.0pp | 35.62%-22.4pp |
| Employer contribution / active EE | $1,423 | $669+112.7% | $1,039+37.0% | $2,756-48.3% |
| Participant deferral / active EE | $1,919 | $1,227+56.5% | $1,953-1.7% | $4,297-55.3% |
| Admin fee / account holder | $581 | $2,429-76.1% | $2,829-79.5% | $6,935-91.6% |