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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 | $16,441 | $27,800-40.9% | $58,561-71.9% | $71,511-77.0% |
| Participation rate | 23.5% | 34.6%-11.1pp | 50.9%-27.3pp | 67.9%-44.4pp |
| Annual return | 0.00% | 26.80%-26.8pp | 4251.33%-4251.3pp | 28.86%-28.9pp |
| Employer contribution / active EE | $274 | $632-56.6% | $1,053-74.0% | $2,589-89.4% |
| Participant deferral / active EE | $495 | $1,208-59.0% | $1,923-74.2% | $4,291-88.5% |
| Admin fee / account holder | $321 | $1,637-80.4% | $2,520-87.3% | $1,588-79.8% |