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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 | $31,296 | $51,642-39.4% | $129,384-75.8% | $80,935-61.3% |
| Participation rate | 41.8% | 56.9%-15.2pp | 69.6%-27.9pp | 67.7%-25.9pp |
| Annual return | 17.13% | 20.78%-3.7pp | 9461.77%-9444.6pp | 35.66%-18.5pp |
| Employer contribution / active EE | $1,228 | $1,583-22.4% | $4,153-70.4% | $2,757-55.4% |
| Participant deferral / active EE | $2,502 | $2,670-6.3% | $4,166-39.9% | $4,299-41.8% |
| Admin fee / account holder | $624 | $4,312-85.5% | $7,686-91.9% | $6,924-91.0% |