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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 | $51,631-37.4% | $129,397-75.0% | $80,925-60.1% |
| Participation rate | 33.8% | 56.9%-23.1pp | 69.6%-35.8pp | 67.7%-33.9pp |
| Annual return | 13.86% | 20.77%-6.9pp | 9453.98%-9440.1pp | 35.65%-21.8pp |
| Employer contribution / active EE | $355 | $1,583-77.6% | $4,154-91.5% | $2,756-87.1% |
| Participant deferral / active EE | $2,256 | $2,670-15.5% | $4,167-45.9% | $4,299-47.5% |
| Admin fee / account holder | $508 | $4,309-88.2% | $7,679-93.4% | $6,940-92.7% |