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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 | $48,327-39.0% | $67,575-56.4% | $80,935-63.6% |
| Participation rate | 20.0% | 66.4%-46.4pp | 72.9%-52.9pp | 67.7%-47.7pp |
| Annual return | 14.29% | 18.31%-4.0pp | 3528.98%-3514.7pp | 35.66%-21.4pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,066 | $2,927-63.6% | $4,003-73.4% | $4,299-75.2% |
| Admin fee / account holder | $4,323 | $3,692+17.1% | $3,993+8.3% | $6,924-37.6% |