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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 | $23,665 | $51,631-54.2% | $129,397-81.7% | $80,925-70.8% |
| Participation rate | 30.8% | 56.9%-26.2pp | 69.6%-38.9pp | 67.7%-36.9pp |
| Annual return | 14.12% | 20.77%-6.7pp | 9453.98%-9439.9pp | 35.65%-21.5pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,883 | $2,670-29.5% | $4,167-54.8% | $4,299-56.2% |
| Admin fee / account holder | $1,078 | $4,309-75.0% | $7,679-86.0% | $6,940-84.5% |