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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 | $27,488 | $48,337-43.1% | $67,560-59.3% | $80,959-66.0% |
| Participation rate | 20.8% | 66.4%-45.7pp | 72.9%-52.2pp | 67.7%-46.9pp |
| Annual return | 24.14% | 18.26%+5.9pp | 3533.50%-3509.4pp | 35.67%-11.5pp |
| Employer contribution / active EE | $1,257 | $2,023-37.9% | $2,737-54.1% | $2,757-54.4% |
| Participant deferral / active EE | $1,633 | $2,928-44.2% | $4,004-59.2% | $4,300-62.0% |
| Admin fee / account holder | $3,059 | $3,695-17.2% | $3,994-23.4% | $6,925-55.8% |