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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 | $31,539 | $48,327-34.7% | $67,575-53.3% | $80,935-61.0% |
| Participation rate | 21.9% | 66.4%-44.5pp | 72.9%-51.0pp | 67.7%-45.7pp |
| Annual return | 18.36% | 18.31%+0.1pp | 3528.98%-3510.6pp | 35.66%-17.3pp |
| Employer contribution / active EE | $397 | $2,022-80.4% | $2,736-85.5% | $2,757-85.6% |
| Participant deferral / active EE | $1,049 | $2,927-64.2% | $4,003-73.8% | $4,299-75.6% |
| Admin fee / account holder | $2,467 | $3,692-33.2% | $3,993-38.2% | $6,924-64.4% |