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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 | $73,410 | $52,450+40.0% | $129,397-43.3% | $74,429-1.4% |
| Participation rate | 32.4% | 53.8%-21.5pp | 69.6%-37.3pp | 67.2%-34.9pp |
| Annual return | 17.00% | 15.65%+1.4pp | 9453.98%-9437.0pp | 1368.38%-1351.4pp |
| Employer contribution / active EE | $734 | $1,532-52.1% | $4,154-82.3% | $2,625-72.0% |
| Participant deferral / active EE | $1,566 | $2,797-44.0% | $4,167-62.4% | $4,348-64.0% |
| Admin fee / account holder | $2,573 | $2,636-2.4% | $7,679-66.5% | $1,944+32.3% |