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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 | $64,828 | $45,566+42.3% | $64,105+1.1% | $59,633+8.7% |
| Participation rate | 22.7% | 60.2%-37.5pp | 68.2%-45.5pp | 68.7%-46.0pp |
| Annual return | 9.33% | 4.95%+4.4pp | 791.24%-781.9pp | 2041.45%-2032.1pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,196 | $2,057-41.8% | $2,822-57.6% | $3,192-62.5% |
| Admin fee / account holder | $754 | $3,268-76.9% | $4,499-83.2% | $4,297-82.4% |