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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 | $5,127 | $29,733-82.8% | $56,025-90.8% | $80,959-93.7% |
| Participation rate | 28.1% | 41.7%-13.6pp | 52.5%-24.4pp | 67.7%-39.5pp |
| Annual return | 11.41% | 35.28%-23.9pp | 1712.69%-1701.3pp | 35.67%-24.3pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,292 | $1,229+5.1% | $1,955-33.9% | $4,300-70.0% |
| Admin fee / account holder | $519 | $2,434-78.7% | $2,828-81.6% | $6,925-92.5% |