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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 | $13,539 | $28,167-51.9% | $73,658-81.6% | $64,728-79.1% |
| Participation rate | 8.8% | 21.1%-12.3pp | 57.0%-48.2pp | 57.9%-49.1pp |
| Annual return | 19.41% | 139.75%-120.3pp | 29.72%-10.3pp | 49.38%-30.0pp |
| Employer contribution / active EE | $0 | $373-100.0% | $1,032-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $312 | $597-47.8% | $2,062-84.9% | $2,729-88.6% |
| Admin fee / account holder | $1,631 | $1,791-8.9% | $3,357-51.4% | $1,145+42.5% |