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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 | $40,184 | $51,638-22.2% | $129,406-68.9% | $80,959-50.4% |
| Participation rate | 27.8% | 56.9%-29.2pp | 69.6%-41.9pp | 67.7%-39.9pp |
| Annual return | 11.20% | 20.78%-9.6pp | 9468.18%-9457.0pp | 35.67%-24.5pp |
| Employer contribution / active EE | $946 | $1,584-40.3% | $4,155-77.2% | $2,757-65.7% |
| Participant deferral / active EE | $1,954 | $2,670-26.8% | $4,167-53.1% | $4,300-54.6% |
| Admin fee / account holder | $5,129 | $4,313+18.9% | $7,689-33.3% | $6,925-25.9% |