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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 | $26,493 | $29,736-10.9% | $56,033-52.7% | $80,935-67.3% |
| Participation rate | 43.9% | 41.7%+2.2pp | 52.5%-8.6pp | 67.7%-23.8pp |
| Annual return | 11.01% | 35.28%-24.3pp | 1711.38%-1700.4pp | 35.66%-24.7pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,300 | $1,228+87.2% | $1,954+17.7% | $4,299-46.5% |
| Admin fee / account holder | $714 | $2,434-70.7% | $2,827-74.7% | $6,924-89.7% |