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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 | $52,507-23.0% | $129,406-68.7% | $74,478-45.7% |
| Participation rate | 40.4% | 53.9%-13.6pp | 69.6%-29.3pp | 67.2%-26.9pp |
| Annual return | 18.14% | 15.64%+2.5pp | 9468.18%-9450.0pp | 1370.56%-1352.4pp |
| Employer contribution / active EE | $734 | $1,534-52.1% | $4,155-82.3% | $2,626-72.0% |
| Participant deferral / active EE | $1,092 | $2,801-61.0% | $4,167-73.8% | $4,350-74.9% |
| Admin fee / account holder | $9,142 | $2,639+246.4% | $7,689+18.9% | $1,946+369.8% |