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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 | $29,652 | $51,604-42.5% | $129,295-77.1% | $80,874-63.3% |
| Participation rate | 33.9% | 57.0%-23.0pp | 69.6%-35.7pp | 67.6%-33.7pp |
| Annual return | 17.75% | 20.76%-3.0pp | 9429.28%-9411.5pp | 35.62%-17.9pp |
| Employer contribution / active EE | $1,215 | $1,585-23.3% | $4,157-70.8% | $2,756-55.9% |
| Participant deferral / active EE | $2,735 | $2,670+2.4% | $4,169-34.4% | $4,297-36.4% |
| Admin fee / account holder | $2,527 | $4,310-41.4% | $7,665-67.0% | $6,935-63.6% |