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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 | $1,839 | $29,736-93.8% | $56,033-96.7% | $80,935-97.7% |
| Participation rate | 44.2% | 41.7%+2.5pp | 52.5%-8.3pp | 67.7%-23.4pp |
| Annual return | 14.92% | 35.28%-20.4pp | 1711.38%-1696.5pp | 35.66%-20.7pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $403 | $1,228-67.2% | $1,954-79.4% | $4,299-90.6% |
| Admin fee / account holder | $327 | $2,434-86.6% | $2,827-88.4% | $6,924-95.3% |