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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 | $24,249 | $52,450-53.8% | $129,397-81.3% | $74,429-67.4% |
| Participation rate | 36.7% | 53.8%-17.1pp | 69.6%-32.9pp | 67.2%-30.5pp |
| Annual return | 20.68% | 15.65%+5.0pp | 9453.98%-9433.3pp | 1368.38%-1347.7pp |
| Employer contribution / active EE | $884 | $1,532-42.3% | $4,154-78.7% | $2,625-66.3% |
| Participant deferral / active EE | $2,034 | $2,797-27.3% | $4,167-51.2% | $4,348-53.2% |
| Admin fee / account holder | $377 | $2,636-85.7% | $7,679-95.1% | $1,944-80.6% |