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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 | $32,637 | $74,661-56.3% | $160,784-79.7% | $67,986-52.0% |
| Participation rate | 58.8% | 57.1%+1.7pp | 77.0%-18.1pp | 57.2%+1.6pp |
| Annual return | 28.33% | 28.83%-0.5pp | 1803.92%-1775.6pp | 31.67%-3.3pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $3,733-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $4,742 | $3,681+28.8% | $6,293-24.6% | $3,358+41.2% |
| Admin fee / account holder | $5,005 | $3,959+26.4% | $9,717-48.5% | $3,203+56.2% |