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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 | $2,653 | $29,736-91.1% | $56,033-95.3% | $80,935-96.7% |
| Participation rate | 42.1% | 41.7%+0.4pp | 52.5%-10.4pp | 67.7%-25.6pp |
| Annual return | 12.08% | 35.28%-23.2pp | 1711.38%-1699.3pp | 35.66%-23.6pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $758 | $1,228-38.3% | $1,954-61.2% | $4,299-82.4% |
| Admin fee / account holder | $892 | $2,434-63.4% | $2,827-68.5% | $6,924-87.1% |