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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 | $40,878 | $34,316+19.1% | $74,723-45.3% | $72,976-44.0% |
| Participation rate | 31.5% | 42.4%-10.9pp | 54.5%-23.0pp | 69.5%-38.0pp |
| Annual return | 26.46% | 26.58%-0.1pp | 753.18%-726.7pp | 81.02%-54.6pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $609 | $1,272-52.1% | $1,962-68.9% | $3,608-83.1% |
| Admin fee / account holder | $2,166 | $2,125+1.9% | $3,335-35.1% | $5,124-57.7% |