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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 | $1,728 | $29,733-94.2% | $56,025-96.9% | $80,959-97.9% |
| Participation rate | 31.9% | 41.7%-9.8pp | 52.5%-20.6pp | 67.7%-35.8pp |
| Annual return | 11.76% | 35.28%-23.5pp | 1712.69%-1700.9pp | 35.67%-23.9pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $319 | $1,229-74.1% | $1,955-83.7% | $4,300-92.6% |
| Admin fee / account holder | $359 | $2,434-85.2% | $2,828-87.3% | $6,925-94.8% |