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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 | $18,611 | $45,119-58.8% | $85,126-78.1% | $74,429-75.0% |
| Participation rate | 33.8% | 49.4%-15.5pp | 67.5%-33.7pp | 67.2%-33.4pp |
| Annual return | 18.67% | 26.28%-7.6pp | 66.63%-48.0pp | 1368.38%-1349.7pp |
| Employer contribution / active EE | $829 | $1,460-43.3% | $2,731-69.7% | $2,625-68.4% |
| Participant deferral / active EE | $1,420 | $2,738-48.1% | $4,523-68.6% | $4,348-67.3% |
| Admin fee / account holder | $3,321 | $2,214+50.0% | $6,160-46.1% | $1,944+70.8% |