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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 | $13,585 | $29,733-54.3% | $56,025-75.8% | $80,959-83.2% |
| Participation rate | 23.5% | 41.7%-18.2pp | 52.5%-29.0pp | 67.7%-44.1pp |
| Annual return | 13.21% | 35.28%-22.1pp | 1712.69%-1699.5pp | 35.67%-22.5pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,062 | $1,229-13.6% | $1,955-45.6% | $4,300-75.3% |
| Admin fee / account holder | $2,679 | $2,434+10.1% | $2,828-5.3% | $6,925-61.3% |