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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 | $36,464 | $30,437+19.8% | $56,033-34.9% | $74,459-51.0% |
| Participation rate | 30.5% | 32.9%-2.4pp | 52.5%-22.0pp | 67.2%-36.8pp |
| Annual return | 11.22% | 24.96%-13.7pp | 1711.38%-1700.2pp | 1369.70%-1358.5pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,041-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,287 | $1,176+9.4% | $1,954-34.1% | $4,350-70.4% |
| Admin fee / account holder | $4,478 | $2,363+89.5% | $2,827+58.4% | $1,945+130.3% |