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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 | $38,863 | $51,631-24.7% | $129,397-70.0% | $80,925-52.0% |
| Participation rate | 13.5% | 56.9%-43.4pp | 69.6%-56.1pp | 67.7%-54.1pp |
| Annual return | 17.31% | 20.77%-3.5pp | 9453.98%-9436.7pp | 35.65%-18.3pp |
| Employer contribution / active EE | $376 | $1,583-76.3% | $4,154-91.0% | $2,756-86.4% |
| Participant deferral / active EE | $948 | $2,670-64.5% | $4,167-77.3% | $4,299-77.9% |
| Admin fee / account holder | $304 | $4,309-92.9% | $7,679-96.0% | $6,940-95.6% |