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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 | $39,876 | $27,800+43.4% | $58,561-31.9% | $71,511-44.2% |
| Participation rate | 23.5% | 34.6%-11.1pp | 50.9%-27.4pp | 67.9%-44.5pp |
| Annual return | 21.11% | 26.80%-5.7pp | 4251.33%-4230.2pp | 28.86%-7.7pp |
| Employer contribution / active EE | $540 | $632-14.5% | $1,053-48.7% | $2,589-79.1% |
| Participant deferral / active EE | $1,326 | $1,208+9.7% | $1,923-31.1% | $4,291-69.1% |
| Admin fee / account holder | $2,250 | $1,637+37.4% | $2,520-10.7% | $1,588+41.7% |