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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 | $51,631-22.2% | $129,397-68.9% | $80,925-50.3% |
| Participation rate | 27.8% | 56.9%-29.2pp | 69.6%-41.8pp | 67.7%-39.9pp |
| Annual return | 11.20% | 20.77%-9.6pp | 9453.98%-9442.8pp | 35.65%-24.4pp |
| Employer contribution / active EE | $946 | $1,583-40.3% | $4,154-77.2% | $2,756-65.7% |
| Participant deferral / active EE | $1,954 | $2,670-26.8% | $4,167-53.1% | $4,299-54.5% |
| Admin fee / account holder | $5,129 | $4,309+19.0% | $7,679-33.2% | $6,940-26.1% |