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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 | $51,642-29.4% | $129,384-71.8% | $80,935-55.0% |
| Participation rate | 60.0% | 56.9%+3.1pp | 69.6%-9.6pp | 67.7%-7.7pp |
| Annual return | 26.02% | 20.78%+5.2pp | 9461.77%-9435.8pp | 35.66%-9.6pp |
| Employer contribution / active EE | $591 | $1,583-62.7% | $4,153-85.8% | $2,757-78.6% |
| Participant deferral / active EE | $781 | $2,670-70.8% | $4,166-81.3% | $4,299-81.8% |
| Admin fee / account holder | $3,317 | $4,312-23.1% | $7,686-56.8% | $6,924-52.1% |