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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 | $98,563 | $29,670+232.2% | $56,054+75.8% | $80,911+21.8% |
| Participation rate | 26.3% | 41.7%-15.4pp | 52.5%-26.2pp | 67.6%-41.3pp |
| Annual return | 10.59% | 35.24%-24.6pp | 1705.95%-1695.4pp | 35.63%-25.0pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $844 | $1,227-31.2% | $1,952-56.8% | $4,297-80.4% |
| Admin fee / account holder | $481 | $2,431-80.2% | $2,822-83.0% | $6,935-93.1% |