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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 | $32,997 | $52,507-37.2% | $129,406-74.5% | $74,478-55.7% |
| Participation rate | 28.8% | 53.9%-25.1pp | 69.6%-40.8pp | 67.2%-38.4pp |
| Annual return | 16.25% | 15.64%+0.6pp | 9468.18%-9451.9pp | 1370.56%-1354.3pp |
| Employer contribution / active EE | $588 | $1,534-61.7% | $4,155-85.8% | $2,626-77.6% |
| Participant deferral / active EE | $1,674 | $2,801-40.2% | $4,167-59.8% | $4,350-61.5% |
| Admin fee / account holder | $2,634 | $2,639-0.2% | $7,689-65.7% | $1,946+35.4% |