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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 | $14,983 | $30,423-50.8% | $56,025-73.3% | $74,478-79.9% |
| Participation rate | 6.8% | 32.9%-26.1pp | 52.5%-45.7pp | 67.2%-60.4pp |
| Annual return | 13.72% | 24.97%-11.3pp | 1712.69%-1699.0pp | 1370.56%-1356.8pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,042-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $485 | $1,176-58.8% | $1,955-75.2% | $4,350-88.9% |
| Admin fee / account holder | $2,564 | $2,363+8.5% | $2,828-9.4% | $1,946+31.8% |