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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 | $21,278 | $48,327-56.0% | $67,575-68.5% | $80,935-73.7% |
| Participation rate | 34.4% | 66.4%-32.0pp | 72.9%-38.5pp | 67.7%-33.2pp |
| Annual return | 11.47% | 18.31%-6.8pp | 3528.98%-3517.5pp | 35.66%-24.2pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,776 | $2,927-39.3% | $4,003-55.6% | $4,299-58.7% |
| Admin fee / account holder | $4,190 | $3,692+13.5% | $3,993+4.9% | $6,924-39.5% |