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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 | $53,803 | $29,716+81.1% | $56,077-4.1% | $80,925-33.5% |
| Participation rate | 19.5% | 41.7%-22.2pp | 52.5%-33.0pp | 67.7%-48.1pp |
| Annual return | 12.78% | 35.30%-22.5pp | 1709.28%-1696.5pp | 35.65%-22.9pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $803 | $1,228-34.6% | $1,954-58.9% | $4,299-81.3% |
| Admin fee / account holder | $1,002 | $2,432-58.8% | $2,825-64.5% | $6,940-85.6% |