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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 | $38,867 | $51,638-24.7% | $129,406-70.0% | $80,959-52.0% |
| Participation rate | 29.5% | 56.9%-27.4pp | 69.6%-40.1pp | 67.7%-38.1pp |
| Annual return | 20.41% | 20.78%-0.4pp | 9468.18%-9447.8pp | 35.67%-15.3pp |
| Employer contribution / active EE | $890 | $1,584-43.8% | $4,155-78.6% | $2,757-67.7% |
| Participant deferral / active EE | $1,340 | $2,670-49.8% | $4,167-67.8% | $4,300-68.8% |
| Admin fee / account holder | $326 | $4,313-92.4% | $7,689-95.8% | $6,925-95.3% |