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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 | $51,642-24.7% | $129,384-70.0% | $80,935-52.0% |
| Participation rate | 13.5% | 56.9%-43.4pp | 69.6%-56.1pp | 67.7%-54.1pp |
| Annual return | 17.31% | 20.78%-3.5pp | 9461.77%-9444.5pp | 35.66%-18.3pp |
| Employer contribution / active EE | $376 | $1,583-76.3% | $4,153-91.0% | $2,757-86.4% |
| Participant deferral / active EE | $948 | $2,670-64.5% | $4,166-77.2% | $4,299-78.0% |
| Admin fee / account holder | $304 | $4,312-92.9% | $7,686-96.0% | $6,924-95.6% |