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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 | $9,780 | $48,327-79.8% | $67,575-85.5% | $80,935-87.9% |
| Participation rate | 63.9% | 66.4%-2.5pp | 72.9%-9.0pp | 67.7%-3.8pp |
| Annual return | 11.59% | 18.31%-6.7pp | 3528.98%-3517.4pp | 35.66%-24.1pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $792 | $2,927-72.9% | $4,003-80.2% | $4,299-81.6% |
| Admin fee / account holder | $779 | $3,692-78.9% | $3,993-80.5% | $6,924-88.8% |