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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 | $19,191 | $45,119-57.5% | $85,126-77.5% | $74,429-74.2% |
| Participation rate | 35.1% | 49.4%-14.2pp | 67.5%-32.4pp | 67.2%-32.1pp |
| Annual return | 23.51% | 26.28%-2.8pp | 66.63%-43.1pp | 1368.38%-1344.9pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,731-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $806 | $2,738-70.6% | $4,523-82.2% | $4,348-81.5% |
| Admin fee / account holder | $837 | $2,214-62.2% | $6,160-86.4% | $1,944-57.0% |