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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 | $48,314-66.5% | $67,561-76.1% | $80,925-80.0% |
| Participation rate | 44.6% | 66.4%-21.8pp | 72.9%-28.3pp | 67.7%-23.1pp |
| Annual return | 13.40% | 18.28%-4.9pp | 3525.44%-3512.0pp | 35.65%-22.3pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,138 | $2,927-26.9% | $4,003-46.6% | $4,299-50.3% |
| Admin fee / account holder | $3,355 | $3,690-9.1% | $4,006-16.2% | $6,940-51.7% |