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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 | $12,134 | $30,437-60.1% | $56,033-78.3% | $74,459-83.7% |
| Participation rate | 10.1% | 32.9%-22.8pp | 52.5%-42.4pp | 67.2%-57.1pp |
| Annual return | 13.84% | 24.96%-11.1pp | 1711.38%-1697.5pp | 1369.70%-1355.9pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,041-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $463 | $1,176-60.7% | $1,954-76.3% | $4,350-89.4% |
| Admin fee / account holder | $337 | $2,363-85.7% | $2,827-88.1% | $1,945-82.7% |