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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 | $35,869 | $85,766-58.2% | $136,298-73.7% | $70,126-48.9% |
| Participation rate | 28.1% | 74.2%-46.0pp | 81.9%-53.8pp | 69.5%-41.4pp |
| Annual return | 16.04% | 31.46%-15.4pp | 5156.27%-5140.2pp | 73.15%-57.1pp |
| Employer contribution / active EE | $1,077 | $2,966-63.7% | $4,696-77.1% | $2,343-54.0% |
| Participant deferral / active EE | $2,170 | $5,051-57.0% | $6,247-65.3% | $3,332-34.9% |
| Admin fee / account holder | $2,544 | $5,421-53.1% | $9,244-72.5% | $4,645-45.2% |