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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 | $25,959 | $51,642-49.7% | $129,384-79.9% | $80,935-67.9% |
| Participation rate | 20.2% | 56.9%-36.7pp | 69.6%-49.4pp | 67.7%-47.4pp |
| Annual return | 18.01% | 20.78%-2.8pp | 9461.77%-9443.8pp | 35.66%-17.7pp |
| Employer contribution / active EE | $736 | $1,583-53.5% | $4,153-82.3% | $2,757-73.3% |
| Participant deferral / active EE | $1,033 | $2,670-61.3% | $4,166-75.2% | $4,299-76.0% |
| Admin fee / account holder | $712 | $4,312-83.5% | $7,686-90.7% | $6,924-89.7% |