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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 | $36,428 | $34,316+6.2% | $74,723-51.2% | $72,976-50.1% |
| Participation rate | 38.0% | 42.4%-4.4pp | 54.5%-16.5pp | 69.5%-31.5pp |
| Annual return | 28.07% | 26.58%+1.5pp | 753.18%-725.1pp | 81.02%-52.9pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $715 | $1,272-43.8% | $1,962-63.6% | $3,608-80.2% |
| Admin fee / account holder | $1,098 | $2,125-48.3% | $3,335-67.1% | $5,124-78.6% |