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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 | $8,429 | $29,733-71.7% | $56,025-85.0% | $80,959-89.6% |
| Participation rate | 17.0% | 41.7%-24.7pp | 52.5%-35.5pp | 67.7%-50.6pp |
| Annual return | 24.69% | 35.28%-10.6pp | 1712.69%-1688.0pp | 35.67%-11.0pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $463 | $1,229-62.3% | $1,955-76.3% | $4,300-89.2% |
| Admin fee / account holder | $510 | $2,434-79.0% | $2,828-82.0% | $6,925-92.6% |