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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 | $42,809 | $51,631-17.1% | $129,397-66.9% | $80,925-47.1% |
| Participation rate | 22.7% | 56.9%-34.3pp | 69.6%-47.0pp | 67.7%-45.0pp |
| Annual return | 18.37% | 20.77%-2.4pp | 9453.98%-9435.6pp | 35.65%-17.3pp |
| Employer contribution / active EE | $394 | $1,583-75.1% | $4,154-90.5% | $2,756-85.7% |
| Participant deferral / active EE | $957 | $2,670-64.2% | $4,167-77.0% | $4,299-77.7% |
| Admin fee / account holder | $2,640 | $4,309-38.7% | $7,679-65.6% | $6,940-62.0% |