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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 | $11,144 | $47,479-76.5% | $62,929-82.3% | $82,448-86.5% |
| Participation rate | 53.0% | 66.9%-13.9pp | 73.1%-20.1pp | 68.1%-15.1pp |
| Annual return | 14.44% | 20.34%-5.9pp | 1063.93%-1049.5pp | 41.64%-27.2pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $996 | $2,870-65.3% | $3,888-74.4% | $4,139-75.9% |
| Admin fee / account holder | $1,939 | $3,804-49.0% | $5,065-61.7% | $7,234-73.2% |