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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 | $31,105-86.6% | $53,647-92.2% | $64,097-93.5% |
| Participation rate | 16.6% | 30.7%-14.1pp | 56.3%-39.7pp | 55.2%-38.6pp |
| Annual return | 15.54% | 22.54%-7.0pp | 358.33%-342.8pp | 34.64%-19.1pp |
| Employer contribution / active EE | $0 | $441-100.0% | $962-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $204 | $896-77.3% | $1,813-88.8% | $3,080-93.4% |
| Admin fee / account holder | $961 | $2,195-56.2% | $2,460-60.9% | $3,454-72.2% |