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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 | $27,870 | $48,314-42.3% | $67,561-58.7% | $80,925-65.6% |
| Participation rate | 67.9% | 66.4%+1.5pp | 72.9%-5.0pp | 67.7%+0.2pp |
| Annual return | 11.82% | 18.28%-6.5pp | 3525.44%-3513.6pp | 35.65%-23.8pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,000 | $2,927-65.8% | $4,003-75.0% | $4,299-76.7% |
| Admin fee / account holder | $308 | $3,690-91.6% | $4,006-92.3% | $6,940-95.6% |