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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 | $32,447 | $48,337-32.9% | $67,560-52.0% | $80,959-59.9% |
| Participation rate | 32.3% | 66.4%-34.2pp | 72.9%-40.7pp | 67.7%-35.4pp |
| Annual return | 13.14% | 18.26%-5.1pp | 3533.50%-3520.4pp | 35.67%-22.5pp |
| Employer contribution / active EE | $675 | $2,023-66.6% | $2,737-75.3% | $2,757-75.5% |
| Participant deferral / active EE | $1,926 | $2,928-34.2% | $4,004-51.9% | $4,300-55.2% |
| Admin fee / account holder | $2,480 | $3,695-32.9% | $3,994-37.9% | $6,925-64.2% |