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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 | $40,450 | $52,450-22.9% | $129,397-68.7% | $74,429-45.7% |
| Participation rate | 40.4% | 53.8%-13.5pp | 69.6%-29.3pp | 67.2%-26.9pp |
| Annual return | 18.14% | 15.65%+2.5pp | 9453.98%-9435.8pp | 1368.38%-1350.2pp |
| Employer contribution / active EE | $734 | $1,532-52.1% | $4,154-82.3% | $2,625-72.0% |
| Participant deferral / active EE | $1,092 | $2,797-61.0% | $4,167-73.8% | $4,348-74.9% |
| Admin fee / account holder | $9,142 | $2,636+246.8% | $7,679+19.1% | $1,944+370.2% |