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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 | $18,028 | $51,631-65.1% | $129,397-86.1% | $80,925-77.7% |
| Participation rate | 40.0% | 56.9%-16.9pp | 69.6%-29.6pp | 67.7%-27.7pp |
| Annual return | 25.19% | 20.77%+4.4pp | 9453.98%-9428.8pp | 35.65%-10.5pp |
| Employer contribution / active EE | $657 | $1,583-58.5% | $4,154-84.2% | $2,756-76.2% |
| Participant deferral / active EE | $2,403 | $2,670-10.0% | $4,167-42.3% | $4,299-44.1% |
| Admin fee / account holder | $377 | $4,309-91.2% | $7,679-95.1% | $6,940-94.6% |