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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 | $34,636 | $29,051+19.2% | $52,425-33.9% | $67,986-49.1% |
| Participation rate | 4.4% | 30.4%-26.0pp | 55.6%-51.2pp | 57.2%-52.8pp |
| Annual return | 25.67% | 24.00%+1.7pp | 302.12%-276.4pp | 31.67%-6.0pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $465 | $873-46.8% | $1,790-74.0% | $3,358-86.2% |
| Admin fee / account holder | $6,583 | $2,113+211.6% | $2,495+163.9% | $3,203+105.5% |