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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 | $38,460 | $51,642-25.5% | $129,384-70.3% | $80,935-52.5% |
| Participation rate | 14.9% | 56.9%-42.0pp | 69.6%-54.7pp | 67.7%-52.8pp |
| Annual return | 16.54% | 20.78%-4.2pp | 9461.77%-9445.2pp | 35.66%-19.1pp |
| Employer contribution / active EE | $673 | $1,583-57.5% | $4,153-83.8% | $2,757-75.6% |
| Participant deferral / active EE | $1,581 | $2,670-40.8% | $4,166-62.1% | $4,299-63.2% |
| Admin fee / account holder | $440 | $4,312-89.8% | $7,686-94.3% | $6,924-93.6% |