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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 | $20,601 | $51,638-60.1% | $129,406-84.1% | $80,959-74.6% |
| Participation rate | 43.1% | 56.9%-13.8pp | 69.6%-26.5pp | 67.7%-24.6pp |
| Annual return | 29.39% | 20.78%+8.6pp | 9468.18%-9438.8pp | 35.67%-6.3pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,719 | $2,670-35.6% | $4,167-58.7% | $4,300-60.0% |
| Admin fee / account holder | $1,211 | $4,313-71.9% | $7,689-84.2% | $6,925-82.5% |