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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 | $29,375 | $48,364-39.3% | $71,796-59.1% | $62,881-53.3% |
| Participation rate | 31.7% | 60.6%-28.9pp | 69.1%-37.4pp | 69.3%-37.6pp |
| Annual return | 7.36% | 13.16%-5.8pp | 78.04%-70.7pp | 20.14%-12.8pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,018 | $2,091-51.3% | $2,794-63.6% | $3,203-68.2% |
| Admin fee / account holder | $741 | $3,771-80.4% | $4,815-84.6% | $4,296-82.8% |