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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 | $33,208 | $48,314-31.3% | $67,561-50.8% | $80,925-59.0% |
| Participation rate | 13.9% | 66.4%-52.5pp | 72.9%-59.0pp | 67.7%-53.8pp |
| Annual return | 14.26% | 18.28%-4.0pp | 3525.44%-3511.2pp | 35.65%-21.4pp |
| Employer contribution / active EE | $496 | $2,022-75.4% | $2,735-81.8% | $2,756-82.0% |
| Participant deferral / active EE | $1,069 | $2,927-63.5% | $4,003-73.3% | $4,299-75.1% |
| Admin fee / account holder | $638 | $3,690-82.7% | $4,006-84.1% | $6,940-90.8% |