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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 | $24,413 | $48,337-49.5% | $67,560-63.9% | $80,959-69.8% |
| Participation rate | 30.3% | 66.4%-36.1pp | 72.9%-42.6pp | 67.7%-37.4pp |
| Annual return | 14.98% | 18.26%-3.3pp | 3533.50%-3518.5pp | 35.67%-20.7pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,514 | $2,928-48.3% | $4,004-62.2% | $4,300-64.8% |
| Admin fee / account holder | $2,732 | $3,695-26.1% | $3,994-31.6% | $6,925-60.5% |