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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 | $29,716-54.3% | $56,077-75.8% | $80,925-83.2% |
| Participation rate | 23.5% | 41.7%-18.2pp | 52.5%-29.0pp | 67.7%-44.1pp |
| Annual return | 13.21% | 35.30%-22.1pp | 1709.28%-1696.1pp | 35.65%-22.4pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,062 | $1,228-13.5% | $1,954-45.6% | $4,299-75.3% |
| Admin fee / account holder | $2,679 | $2,432+10.1% | $2,825-5.2% | $6,940-61.4% |