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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 | $12,614 | $58,258-78.3% | $81,820-84.6% | $80,925-84.4% |
| Participation rate | 21.4% | 63.5%-42.0pp | 72.4%-51.0pp | 67.7%-46.2pp |
| Annual return | 13.94% | 41.76%-27.8pp | 777.93%-764.0pp | 35.65%-21.7pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $862 | $3,284-73.8% | $4,323-80.1% | $4,299-80.0% |
| Admin fee / account holder | $1,077 | $4,976-78.4% | $7,391-85.4% | $6,940-84.5% |