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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 | $10,943 | $48,284-77.3% | $67,524-83.8% | $80,911-86.5% |
| Participation rate | 50.0% | 66.4%-16.4pp | 72.9%-22.9pp | 67.6%-17.6pp |
| Annual return | 14.41% | 18.27%-3.9pp | 3519.41%-3505.0pp | 35.63%-21.2pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,734-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,713 | $2,927-41.5% | $4,001-57.2% | $4,297-60.1% |
| Admin fee / account holder | $980 | $3,688-73.4% | $4,001-75.5% | $6,935-85.9% |