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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 | $10,158 | $51,638-80.3% | $129,406-92.2% | $80,959-87.5% |
| Participation rate | 26.8% | 56.9%-30.1pp | 69.6%-42.8pp | 67.7%-40.8pp |
| Annual return | 24.63% | 20.78%+3.8pp | 9468.18%-9443.5pp | 35.67%-11.0pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,338 | $2,670-49.9% | $4,167-67.9% | $4,300-68.9% |
| Admin fee / account holder | $2,188 | $4,313-49.3% | $7,689-71.5% | $6,925-68.4% |