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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 | $16,679 | $29,716-43.9% | $56,077-70.3% | $80,925-79.4% |
| Participation rate | 14.8% | 41.7%-26.9pp | 52.5%-37.7pp | 67.7%-52.9pp |
| Annual return | 13.91% | 35.30%-21.4pp | 1709.28%-1695.4pp | 35.65%-21.7pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,377 | $1,228+12.1% | $1,954-29.6% | $4,299-68.0% |
| Admin fee / account holder | $7,581 | $2,432+211.7% | $2,825+168.4% | $6,940+9.2% |