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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 | $28,119 | $51,642-45.6% | $129,384-78.3% | $80,935-65.3% |
| Participation rate | 31.7% | 56.9%-25.2pp | 69.6%-37.9pp | 67.7%-36.0pp |
| Annual return | 17.04% | 20.78%-3.7pp | 9461.77%-9444.7pp | 35.66%-18.6pp |
| Employer contribution / active EE | $766 | $1,583-51.6% | $4,153-81.6% | $2,757-72.2% |
| Participant deferral / active EE | $1,598 | $2,670-40.1% | $4,166-61.6% | $4,299-62.8% |
| Admin fee / account holder | $4,216 | $4,312-2.2% | $7,686-45.1% | $6,924-39.1% |