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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 | $39,435 | $52,450-24.8% | $129,295-69.5% | $74,546-47.1% |
| Participation rate | 40.9% | 53.8%-12.9pp | 69.6%-28.7pp | 67.2%-26.3pp |
| Annual return | 12.64% | 15.65%-3.0pp | 9429.28%-9416.6pp | 1366.03%-1353.4pp |
| Employer contribution / active EE | $604 | $1,532-60.6% | $4,157-85.5% | $2,624-77.0% |
| Participant deferral / active EE | $1,417 | $2,797-49.3% | $4,169-66.0% | $4,347-67.4% |
| Admin fee / account holder | $2,590 | $2,636-1.8% | $7,665-66.2% | $1,944+33.2% |