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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 | $16,177 | $48,337-66.5% | $67,560-76.1% | $80,959-80.0% |
| Participation rate | 44.6% | 66.4%-21.9pp | 72.9%-28.4pp | 67.7%-23.1pp |
| Annual return | 13.40% | 18.26%-4.9pp | 3533.50%-3520.1pp | 35.67%-22.3pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,138 | $2,928-27.0% | $4,004-46.6% | $4,300-50.3% |
| Admin fee / account holder | $3,355 | $3,695-9.2% | $3,994-16.0% | $6,925-51.6% |