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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 | $24,919 | $51,638-51.7% | $129,406-80.7% | $80,959-69.2% |
| Participation rate | 40.3% | 56.9%-16.7pp | 69.6%-29.4pp | 67.7%-27.4pp |
| Annual return | 17.27% | 20.78%-3.5pp | 9468.18%-9450.9pp | 35.67%-18.4pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,357 | $2,670-49.2% | $4,167-67.4% | $4,300-68.4% |
| Admin fee / account holder | $1,138 | $4,313-73.6% | $7,689-85.2% | $6,925-83.6% |