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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 | $48,284-78.5% | $67,524-84.6% | $80,911-87.2% |
| Participation rate | 17.1% | 66.4%-49.3pp | 72.9%-55.8pp | 67.6%-50.5pp |
| Annual return | 15.25% | 18.27%-3.0pp | 3519.41%-3504.2pp | 35.63%-20.4pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,734-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $806 | $2,927-72.5% | $4,001-79.9% | $4,297-81.2% |
| Admin fee / account holder | $888 | $3,688-75.9% | $4,001-77.8% | $6,935-87.2% |