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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 | $32,329 | $51,638-37.4% | $129,406-75.0% | $80,959-60.1% |
| Participation rate | 33.8% | 56.9%-23.1pp | 69.6%-35.8pp | 67.7%-33.9pp |
| Annual return | 13.86% | 20.78%-6.9pp | 9468.18%-9454.3pp | 35.67%-21.8pp |
| Employer contribution / active EE | $355 | $1,584-77.6% | $4,155-91.5% | $2,757-87.1% |
| Participant deferral / active EE | $2,256 | $2,670-15.5% | $4,167-45.9% | $4,300-47.5% |
| Admin fee / account holder | $508 | $4,313-88.2% | $7,689-93.4% | $6,925-92.7% |