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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 | $12,757 | $29,569-56.9% | $56,077-77.3% | $77,714-83.6% |
| Participation rate | 7.5% | 32.6%-25.2pp | 52.5%-45.0pp | 70.6%-63.1pp |
| Annual return | 19.30% | 18.90%+0.4pp | 1709.28%-1690.0pp | 31.26%-12.0pp |
| Employer contribution / active EE | $0 | $569-100.0% | $1,040-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $278 | $1,061-73.8% | $1,954-85.8% | $4,649-94.0% |
| Admin fee / account holder | $488 | $1,042-53.2% | $2,825-82.7% | $433+12.6% |