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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 | $41,467 | $51,638-19.7% | $129,406-68.0% | $80,959-48.8% |
| Participation rate | 30.9% | 56.9%-26.0pp | 69.6%-38.8pp | 67.7%-36.8pp |
| Annual return | 13.52% | 20.78%-7.3pp | 9468.18%-9454.7pp | 35.67%-22.1pp |
| Employer contribution / active EE | $587 | $1,584-63.0% | $4,155-85.9% | $2,757-78.7% |
| Participant deferral / active EE | $2,052 | $2,670-23.1% | $4,167-50.8% | $4,300-52.3% |
| Admin fee / account holder | $8,472 | $4,313+96.4% | $7,689+10.2% | $6,925+22.3% |