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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 | $51,604-19.6% | $129,295-67.9% | $80,874-48.7% |
| Participation rate | 30.9% | 57.0%-26.1pp | 69.6%-38.7pp | 67.6%-36.8pp |
| Annual return | 13.52% | 20.76%-7.2pp | 9429.28%-9415.8pp | 35.62%-22.1pp |
| Employer contribution / active EE | $587 | $1,585-63.0% | $4,157-85.9% | $2,756-78.7% |
| Participant deferral / active EE | $2,052 | $2,670-23.1% | $4,169-50.8% | $4,297-52.2% |
| Admin fee / account holder | $8,472 | $4,310+96.6% | $7,665+10.5% | $6,935+22.2% |