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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 | $40,938 | $74,661-45.2% | $160,784-74.5% | $67,986-39.8% |
| Participation rate | 41.4% | 57.1%-15.7pp | 77.0%-35.5pp | 57.2%-15.8pp |
| Annual return | 16.23% | 28.83%-12.6pp | 1803.92%-1787.7pp | 31.67%-15.4pp |
| Employer contribution / active EE | $609 | $1,829-66.7% | $3,733-83.7% | $2,019-69.8% |
| Participant deferral / active EE | $1,820 | $3,681-50.6% | $6,293-71.1% | $3,358-45.8% |
| Admin fee / account holder | $3,094 | $3,959-21.9% | $9,717-68.2% | $3,203-3.4% |