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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 | $12,534 | $29,733-57.8% | $56,025-77.6% | $80,959-84.5% |
| Participation rate | 8.0% | 41.7%-33.7pp | 52.5%-44.5pp | 67.7%-59.7pp |
| Annual return | 20.83% | 35.28%-14.5pp | 1712.69%-1691.9pp | 35.67%-14.8pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $666 | $1,229-45.8% | $1,955-65.9% | $4,300-84.5% |
| Admin fee / account holder | $317 | $2,434-87.0% | $2,828-88.8% | $6,925-95.4% |