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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 | $4,162 | $29,051-85.7% | $52,425-92.1% | $67,986-93.9% |
| Participation rate | 16.6% | 30.4%-13.9pp | 55.6%-39.0pp | 57.2%-40.6pp |
| Annual return | 15.54% | 24.00%-8.5pp | 302.12%-286.6pp | 31.67%-16.1pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $204 | $873-76.7% | $1,790-88.6% | $3,358-93.9% |
| Admin fee / account holder | $961 | $2,113-54.5% | $2,495-61.5% | $3,203-70.0% |