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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 | $29,901 | $52,519-43.1% | $155,789-80.8% | $59,633-49.9% |
| Participation rate | 16.7% | 61.7%-45.0pp | 76.1%-59.4pp | 68.7%-52.0pp |
| Annual return | 1.09% | 53.51%-52.4pp | 71.54%-70.4pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,137 | $3,084-63.1% | $4,798-76.3% | $3,192-64.4% |
| Admin fee / account holder | $343 | $3,540-90.3% | $7,477-95.4% | $4,297-92.0% |