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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 | $12,841 | $45,152-71.6% | $73,836-82.6% | $59,633-78.5% |
| Participation rate | 34.6% | 64.0%-29.4pp | 73.4%-38.8pp | 68.7%-34.1pp |
| Annual return | 8.77% | 27.40%-18.6pp | 2268.06%-2259.3pp | 2041.45%-2032.7pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,174 | $2,573-54.4% | $3,583-67.2% | $3,192-63.2% |
| Admin fee / account holder | $2,234 | $3,515-36.4% | $4,882-54.2% | $4,297-48.0% |