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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 | $29,374 | $29,736-1.2% | $56,033-47.6% | $80,935-63.7% |
| Participation rate | 38.7% | 41.7%-3.0pp | 52.5%-13.8pp | 67.7%-29.0pp |
| Annual return | 11.86% | 35.28%-23.4pp | 1711.38%-1699.5pp | 35.66%-23.8pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $912 | $1,228-25.7% | $1,954-53.3% | $4,299-78.8% |
| Admin fee / account holder | $469 | $2,434-80.7% | $2,827-83.4% | $6,924-93.2% |