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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 | $41,057 | $51,638-20.5% | $129,406-68.3% | $80,959-49.3% |
| Participation rate | 22.2% | 56.9%-34.7pp | 69.6%-47.4pp | 67.7%-45.4pp |
| Annual return | 19.79% | 20.78%-1.0pp | 9468.18%-9448.4pp | 35.67%-15.9pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,752 | $2,670-34.4% | $4,167-57.9% | $4,300-59.2% |
| Admin fee / account holder | $10,074 | $4,313+133.6% | $7,689+31.0% | $6,925+45.5% |