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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 | $12,586 | $29,733-57.7% | $56,025-77.5% | $80,959-84.5% |
| Participation rate | 23.8% | 41.7%-17.9pp | 52.5%-28.7pp | 67.7%-43.9pp |
| Annual return | 12.93% | 35.28%-22.4pp | 1712.69%-1699.8pp | 35.67%-22.7pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $847 | $1,229-31.1% | $1,955-56.6% | $4,300-80.3% |
| Admin fee / account holder | $711 | $2,434-70.8% | $2,828-74.9% | $6,925-89.7% |