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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 | $42,349 | $47,479-10.8% | $62,929-32.7% | $82,448-48.6% |
| Participation rate | 21.2% | 66.9%-45.7pp | 73.1%-51.9pp | 68.1%-46.9pp |
| Annual return | 14.78% | 20.34%-5.6pp | 1063.93%-1049.1pp | 41.64%-26.9pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,790 | $2,870-37.7% | $3,888-54.0% | $4,139-56.8% |
| Admin fee / account holder | $783 | $3,804-79.4% | $5,065-84.5% | $7,234-89.2% |