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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 | $16,878 | $48,327-65.1% | $67,575-75.0% | $80,935-79.1% |
| Participation rate | 30.8% | 66.4%-35.6pp | 72.9%-42.1pp | 67.7%-36.9pp |
| Annual return | 12.32% | 18.31%-6.0pp | 3528.98%-3516.7pp | 35.66%-23.3pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $876 | $2,927-70.1% | $4,003-78.1% | $4,299-79.6% |
| Admin fee / account holder | $1,475 | $3,692-60.1% | $3,993-63.1% | $6,924-78.7% |