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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 | $23,917 | $51,642-53.7% | $129,384-81.5% | $80,935-70.4% |
| Participation rate | 17.9% | 56.9%-39.1pp | 69.6%-51.8pp | 67.7%-49.8pp |
| Annual return | 16.84% | 20.78%-3.9pp | 9461.77%-9444.9pp | 35.66%-18.8pp |
| Employer contribution / active EE | $755 | $1,583-52.3% | $4,153-81.8% | $2,757-72.6% |
| Participant deferral / active EE | $2,200 | $2,670-17.6% | $4,166-47.2% | $4,299-48.8% |
| Admin fee / account holder | $689 | $4,312-84.0% | $7,686-91.0% | $6,924-90.0% |