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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 | $26,291 | $48,337-45.6% | $67,560-61.1% | $80,959-67.5% |
| Participation rate | 26.9% | 66.4%-39.5pp | 72.9%-46.0pp | 67.7%-40.7pp |
| Annual return | 18.52% | 18.26%+0.3pp | 3533.50%-3515.0pp | 35.67%-17.2pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,388 | $2,928-52.6% | $4,004-65.3% | $4,300-67.7% |
| Admin fee / account holder | $4,164 | $3,695+12.7% | $3,994+4.2% | $6,925-39.9% |