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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 | $29,686 | $51,606-42.5% | $129,339-77.0% | $80,911-63.3% |
| Participation rate | 30.6% | 57.0%-26.4pp | 69.6%-39.0pp | 67.6%-37.0pp |
| Annual return | 13.07% | 20.76%-7.7pp | 9437.05%-9424.0pp | 35.63%-22.6pp |
| Employer contribution / active EE | $494 | $1,582-68.8% | $4,154-88.1% | $2,756-82.1% |
| Participant deferral / active EE | $990 | $2,669-62.9% | $4,170-76.2% | $4,297-77.0% |
| Admin fee / account holder | $2,832 | $4,310-34.3% | $7,668-63.1% | $6,935-59.2% |