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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 | $27,123 | $29,736-8.8% | $56,033-51.6% | $80,935-66.5% |
| Participation rate | 6.4% | 41.7%-35.3pp | 52.5%-46.1pp | 67.7%-61.3pp |
| Annual return | 13.77% | 35.28%-21.5pp | 1711.38%-1697.6pp | 35.66%-21.9pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $276 | $1,228-77.5% | $1,954-85.9% | $4,299-93.6% |
| Admin fee / account holder | $841 | $2,434-65.5% | $2,827-70.3% | $6,924-87.9% |