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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 | $10,395 | $48,314-78.5% | $67,561-84.6% | $80,925-87.2% |
| Participation rate | 17.1% | 66.4%-49.3pp | 72.9%-55.8pp | 67.7%-50.6pp |
| Annual return | 15.25% | 18.28%-3.0pp | 3525.44%-3510.2pp | 35.65%-20.4pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $806 | $2,927-72.5% | $4,003-79.9% | $4,299-81.3% |
| Admin fee / account holder | $888 | $3,690-75.9% | $4,006-77.8% | $6,940-87.2% |