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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 | $48,337-42.3% | $67,560-58.7% | $80,959-65.6% |
| Participation rate | 67.9% | 66.4%+1.4pp | 72.9%-5.1pp | 67.7%+0.2pp |
| Annual return | 11.82% | 18.26%-6.4pp | 3533.50%-3521.7pp | 35.67%-23.8pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,000 | $2,928-65.9% | $4,004-75.0% | $4,300-76.7% |
| Admin fee / account holder | $308 | $3,695-91.7% | $3,994-92.3% | $6,925-95.6% |