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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 | $32,561 | $51,631-36.9% | $129,397-74.8% | $80,925-59.8% |
| Participation rate | 43.2% | 56.9%-13.7pp | 69.6%-26.4pp | 67.7%-24.4pp |
| Annual return | 18.91% | 20.77%-1.9pp | 9453.98%-9435.1pp | 35.65%-16.7pp |
| Employer contribution / active EE | $470 | $1,583-70.3% | $4,154-88.7% | $2,756-83.0% |
| Participant deferral / active EE | $2,000 | $2,670-25.1% | $4,167-52.0% | $4,299-53.5% |
| Admin fee / account holder | $1,988 | $4,309-53.9% | $7,679-74.1% | $6,940-71.4% |