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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 | $74,103 | $29,736+149.2% | $56,033+32.2% | $80,935-8.4% |
| Participation rate | 12.8% | 41.7%-28.9pp | 52.5%-39.7pp | 67.7%-54.8pp |
| Annual return | 15.44% | 35.28%-19.8pp | 1711.38%-1695.9pp | 35.66%-20.2pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $683 | $1,228-44.4% | $1,954-65.1% | $4,299-84.1% |
| Admin fee / account holder | $1,348 | $2,434-44.6% | $2,827-52.3% | $6,924-80.5% |