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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 | $34,459 | $48,314-28.7% | $67,561-49.0% | $80,925-57.4% |
| Participation rate | 27.3% | 66.4%-39.1pp | 72.9%-45.6pp | 67.7%-40.4pp |
| Annual return | 14.00% | 18.28%-4.3pp | 3525.44%-3511.4pp | 35.65%-21.6pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,583 | $2,927-45.9% | $4,003-60.4% | $4,299-63.2% |
| Admin fee / account holder | $973 | $3,690-73.6% | $4,006-75.7% | $6,940-86.0% |