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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 | $10,943 | $48,327-77.4% | $67,575-83.8% | $80,935-86.5% |
| Participation rate | 50.0% | 66.4%-16.4pp | 72.9%-22.9pp | 67.7%-17.7pp |
| Annual return | 14.41% | 18.31%-3.9pp | 3528.98%-3514.6pp | 35.66%-21.2pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,713 | $2,927-41.5% | $4,003-57.2% | $4,299-60.2% |
| Admin fee / account holder | $980 | $3,692-73.5% | $3,993-75.5% | $6,924-85.9% |