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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 | $35,931 | $51,638-30.4% | $129,406-72.2% | $80,959-55.6% |
| Participation rate | 17.2% | 56.9%-39.7pp | 69.6%-52.4pp | 67.7%-50.4pp |
| Annual return | 13.17% | 20.78%-7.6pp | 9468.18%-9455.0pp | 35.67%-22.5pp |
| Employer contribution / active EE | $401 | $1,584-74.7% | $4,155-90.4% | $2,757-85.5% |
| Participant deferral / active EE | $1,173 | $2,670-56.1% | $4,167-71.9% | $4,300-72.7% |
| Admin fee / account holder | $2,006 | $4,313-53.5% | $7,689-73.9% | $6,925-71.0% |