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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 | $10,717 | $41,150-74.0% | $80,627-86.7% | $71,511-85.0% |
| Participation rate | 8.5% | 50.3%-41.8pp | 67.0%-58.6pp | 67.9%-59.5pp |
| Annual return | 17.27% | 38.48%-21.2pp | 936.76%-919.5pp | 28.86%-11.6pp |
| Employer contribution / active EE | $0 | $1,515-100.0% | $2,723-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $780 | $2,701-71.1% | $4,443-82.4% | $4,291-81.8% |
| Admin fee / account holder | $2,124 | $1,841+15.4% | $5,381-60.5% | $1,588+33.7% |