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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 | $11,973 | $29,525-59.4% | $56,033-78.6% | $77,736-84.6% |
| Participation rate | 15.1% | 32.7%-17.6pp | 52.5%-37.4pp | 70.6%-55.5pp |
| Annual return | 12.77% | 18.90%-6.1pp | 1711.38%-1698.6pp | 31.26%-18.5pp |
| Employer contribution / active EE | $0 | $569-100.0% | $1,041-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $822 | $1,062-22.5% | $1,954-57.9% | $4,651-82.3% |
| Admin fee / account holder | $854 | $1,040-17.9% | $2,827-69.8% | $433+97.0% |