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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 | $12,765 | $50,082-74.5% | $93,419-86.3% | $79,852-84.0% |
| Participation rate | 30.0% | 60.9%-30.9pp | 66.8%-36.8pp | 69.6%-39.6pp |
| Annual return | 17.53% | 24.59%-7.1pp | 78.05%-60.5pp | 31.72%-14.2pp |
| Employer contribution / active EE | $0 | $1,303-100.0% | $2,075-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $894 | $2,212-59.6% | $3,126-71.4% | $3,740-76.1% |
| Admin fee / account holder | $347 | $3,454-89.9% | $5,230-93.4% | $5,306-93.5% |