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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 | $24,875 | $45,566-45.4% | $64,105-61.2% | $59,633-58.3% |
| Participation rate | 41.2% | 60.2%-19.0pp | 68.2%-27.0pp | 68.7%-27.5pp |
| Annual return | 2.58% | 4.95%-2.4pp | 791.24%-788.7pp | 2041.40%-2038.8pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,053 | $2,057-48.8% | $2,822-62.7% | $3,192-67.0% |
| Admin fee / account holder | $878 | $3,268-73.1% | $4,499-80.5% | $4,297-79.6% |