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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 | $48,314-45.6% | $67,561-61.1% | $80,925-67.5% |
| Participation rate | 26.9% | 66.4%-39.5pp | 72.9%-46.0pp | 67.7%-40.7pp |
| Annual return | 18.52% | 18.28%+0.2pp | 3525.44%-3506.9pp | 35.65%-17.1pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,388 | $2,927-52.6% | $4,003-65.3% | $4,299-67.7% |
| Admin fee / account holder | $4,164 | $3,690+12.9% | $4,006+3.9% | $6,940-40.0% |