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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 | $67,675 | $27,800+143.4% | $58,544+15.6% | $71,495-5.3% |
| Participation rate | 37.1% | 34.6%+2.5pp | 50.9%-13.8pp | 67.9%-30.9pp |
| Annual return | 23.23% | 26.80%-3.6pp | 4249.56%-4226.3pp | 28.85%-5.6pp |
| Employer contribution / active EE | $0 | $632-100.0% | $1,053-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,127 | $1,208-6.7% | $1,923-41.4% | $4,291-73.7% |
| Admin fee / account holder | $1,390 | $1,637-15.1% | $2,520-44.8% | $1,588-12.5% |