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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 | $21,142 | $64,705-67.3% | $62,929-66.4% | $67,986-68.9% |
| Participation rate | 40.1% | 65.6%-25.5pp | 73.1%-33.0pp | 57.2%-17.1pp |
| Annual return | 27.17% | 20.31%+6.9pp | 1063.93%-1036.8pp | 31.67%-4.5pp |
| Employer contribution / active EE | $0 | $2,376-100.0% | $2,505-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,610 | $3,198-49.7% | $3,888-58.6% | $3,358-52.1% |
| Admin fee / account holder | $408 | $1,428-71.4% | $5,065-91.9% | $3,203-87.3% |