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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 | $31,071 | $51,606-39.8% | $129,339-76.0% | $80,911-61.6% |
| Participation rate | 39.6% | 57.0%-17.3pp | 69.6%-30.0pp | 67.6%-28.0pp |
| Annual return | 28.63% | 20.76%+7.9pp | 9437.05%-9408.4pp | 35.63%-7.0pp |
| Employer contribution / active EE | $344 | $1,582-78.3% | $4,154-91.7% | $2,756-87.5% |
| Participant deferral / active EE | $1,357 | $2,669-49.2% | $4,170-67.5% | $4,297-68.4% |
| Admin fee / account holder | $987 | $4,310-77.1% | $7,668-87.1% | $6,935-85.8% |