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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 | $51,606-60.1% | $129,339-84.1% | $80,911-74.5% |
| Participation rate | 43.1% | 57.0%-13.9pp | 69.6%-26.5pp | 67.6%-24.5pp |
| Annual return | 29.39% | 20.76%+8.6pp | 9437.05%-9407.7pp | 35.63%-6.2pp |
| Employer contribution / active EE | $0 | $1,582-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,719 | $2,669-35.6% | $4,170-58.8% | $4,297-60.0% |
| Admin fee / account holder | $1,211 | $4,310-71.9% | $7,668-84.2% | $6,935-82.5% |