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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 | $14,378 | $51,638-72.2% | $129,406-88.9% | $80,959-82.2% |
| Participation rate | 36.4% | 56.9%-20.6pp | 69.6%-33.3pp | 67.7%-31.3pp |
| Annual return | 13.14% | 20.78%-7.6pp | 9468.18%-9455.0pp | 35.67%-22.5pp |
| Employer contribution / active EE | $970 | $1,584-38.7% | $4,155-76.6% | $2,757-64.8% |
| Participant deferral / active EE | $1,540 | $2,670-42.3% | $4,167-63.0% | $4,300-64.2% |
| Admin fee / account holder | $4,095 | $4,313-5.1% | $7,689-46.7% | $6,925-40.9% |