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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 | $34,061 | $51,638-34.0% | $129,406-73.7% | $80,959-57.9% |
| Participation rate | 46.2% | 56.9%-10.8pp | 69.6%-23.5pp | 67.7%-21.5pp |
| Annual return | 13.41% | 20.78%-7.4pp | 9468.18%-9454.8pp | 35.67%-22.3pp |
| Employer contribution / active EE | $503 | $1,584-68.2% | $4,155-87.9% | $2,757-81.7% |
| Participant deferral / active EE | $2,968 | $2,670+11.1% | $4,167-28.8% | $4,300-31.0% |
| Admin fee / account holder | $655 | $4,313-84.8% | $7,689-91.5% | $6,925-90.5% |