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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 | $26,048 | $48,327-46.1% | $67,575-61.5% | $80,935-67.8% |
| Participation rate | 26.4% | 66.4%-40.0pp | 72.9%-46.5pp | 67.7%-41.3pp |
| Annual return | 14.08% | 18.31%-4.2pp | 3528.98%-3514.9pp | 35.66%-21.6pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,287 | $2,927-56.0% | $4,003-67.9% | $4,299-70.1% |
| Admin fee / account holder | $1,495 | $3,692-59.5% | $3,993-62.6% | $6,924-78.4% |