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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 | $18,048 | $29,733-39.3% | $56,025-67.8% | $80,959-77.7% |
| Participation rate | 16.0% | 41.7%-25.7pp | 52.5%-36.5pp | 67.7%-51.7pp |
| Annual return | 11.49% | 35.28%-23.8pp | 1712.69%-1701.2pp | 35.67%-24.2pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $919 | $1,229-25.3% | $1,955-53.0% | $4,300-78.6% |
| Admin fee / account holder | $2,937 | $2,434+20.7% | $2,828+3.8% | $6,925-57.6% |