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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 | $10,642 | $51,638-79.4% | $129,406-91.8% | $80,959-86.9% |
| Participation rate | 15.7% | 56.9%-41.2pp | 69.6%-54.0pp | 67.7%-52.0pp |
| Annual return | 37.85% | 20.78%+17.1pp | 9468.18%-9430.3pp | 35.67%+2.2pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $815 | $2,670-69.5% | $4,167-80.4% | $4,300-81.0% |
| Admin fee / account holder | $526 | $4,313-87.8% | $7,689-93.2% | $6,925-92.4% |