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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 | $52,266 | $51,642+1.2% | $129,384-59.6% | $80,935-35.4% |
| Participation rate | 28.6% | 56.9%-28.3pp | 69.6%-41.1pp | 67.7%-39.1pp |
| Annual return | 14.68% | 20.78%-6.1pp | 9461.77%-9447.1pp | 35.66%-21.0pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,796 | $2,670-32.7% | $4,166-56.9% | $4,299-58.2% |
| Admin fee / account holder | $779 | $4,312-81.9% | $7,686-89.9% | $6,924-88.8% |