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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 | $36,460 | $51,606-29.3% | $129,339-71.8% | $80,911-54.9% |
| Participation rate | 60.0% | 57.0%+3.0pp | 69.6%-9.6pp | 67.6%-7.6pp |
| Annual return | 26.02% | 20.76%+5.3pp | 9437.05%-9411.0pp | 35.63%-9.6pp |
| Employer contribution / active EE | $591 | $1,582-62.7% | $4,154-85.8% | $2,756-78.6% |
| Participant deferral / active EE | $781 | $2,669-70.8% | $4,170-81.3% | $4,297-81.8% |
| Admin fee / account holder | $3,317 | $4,310-23.0% | $7,668-56.7% | $6,935-52.2% |