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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 | $8,838 | $58,275-84.8% | $81,844-89.2% | $80,935-89.1% |
| Participation rate | 21.2% | 63.5%-42.3pp | 72.4%-51.2pp | 67.7%-46.4pp |
| Annual return | 16.29% | 41.82%-25.5pp | 778.87%-762.6pp | 35.66%-19.4pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,109 | $3,285-66.2% | $4,323-74.4% | $4,299-74.2% |
| Admin fee / account holder | $673 | $4,749-85.8% | $7,355-90.8% | $6,924-90.3% |