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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 | $29,475 | $48,277-38.9% | $67,511-56.3% | $80,874-63.6% |
| Participation rate | 20.0% | 66.4%-46.4pp | 72.9%-52.9pp | 67.6%-47.6pp |
| Annual return | 14.29% | 18.27%-4.0pp | 3517.41%-3503.1pp | 35.62%-21.3pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,733-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,066 | $2,926-63.6% | $4,000-73.3% | $4,297-75.2% |
| Admin fee / account holder | $4,323 | $3,687+17.2% | $3,999+8.1% | $6,935-37.7% |