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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 | $15,093 | $47,479-68.2% | $62,929-76.0% | $82,448-81.7% |
| Participation rate | 44.6% | 66.9%-22.3pp | 73.1%-28.5pp | 68.1%-23.5pp |
| Annual return | 14.72% | 20.34%-5.6pp | 1063.93%-1049.2pp | 41.64%-26.9pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,096 | $2,870-61.8% | $3,888-71.8% | $4,139-73.5% |
| Admin fee / account holder | $450 | $3,804-88.2% | $5,065-91.1% | $7,234-93.8% |