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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 | $34,972 | $81,668-57.2% | $58,507-40.2% | $139,487-74.9% |
| Participation rate | 38.5% | 61.3%-22.9pp | 50.9%-12.4pp | 80.3%-41.9pp |
| Annual return | 11.97% | 7430.07%-7418.1pp | 4252.32%-4240.4pp | 373.84%-361.9pp |
| Employer contribution / active EE | $721 | $1,398-48.4% | $1,053-31.6% | $4,755-84.8% |
| Participant deferral / active EE | $2,358 | $2,554-7.7% | $1,922+22.7% | $6,713-64.9% |
| Admin fee / account holder | $617 | $3,212-80.8% | $2,486-75.2% | $11,407-94.6% |