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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 | $34,472 | $48,570-29.0% | $130,660-73.6% | $72,976-52.8% |
| Participation rate | 36.4% | 58.6%-22.2pp | 71.7%-35.4pp | 69.5%-33.1pp |
| Annual return | 23.56% | 38.63%-15.1pp | 1709.29%-1685.7pp | 81.02%-57.5pp |
| Employer contribution / active EE | $309 | $1,334-76.8% | $4,092-92.4% | $2,440-87.3% |
| Participant deferral / active EE | $1,393 | $2,384-41.6% | $3,603-61.3% | $3,608-61.4% |
| Admin fee / account holder | $1,560 | $3,549-56.1% | $5,463-71.5% | $5,124-69.6% |