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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 | $6,011 | $29,736-79.8% | $56,033-89.3% | $80,935-92.6% |
| Participation rate | 24.4% | 41.7%-17.3pp | 52.5%-28.1pp | 67.7%-43.3pp |
| Annual return | 14.41% | 35.28%-20.9pp | 1711.38%-1697.0pp | 35.66%-21.3pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $792 | $1,228-35.5% | $1,954-59.4% | $4,299-81.6% |
| Admin fee / account holder | $375 | $2,434-84.6% | $2,827-86.7% | $6,924-94.6% |