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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 | $33,025 | $48,327-31.7% | $67,575-51.1% | $80,935-59.2% |
| Participation rate | 67.6% | 66.4%+1.2pp | 72.9%-5.3pp | 67.7%0pp |
| Annual return | 28.01% | 18.31%+9.7pp | 3528.98%-3501.0pp | 35.66%-7.6pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $10,246 | $2,927+250.0% | $4,003+155.9% | $4,299+138.3% |
| Admin fee / account holder | $4,488 | $3,692+21.6% | $3,993+12.4% | $6,924-35.2% |