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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 | $29,667-79.7% | $56,441-89.3% | $80,874-92.6% |
| Participation rate | 24.4% | 41.7%-17.3pp | 52.5%-28.1pp | 67.6%-43.3pp |
| Annual return | 14.41% | 35.22%-20.8pp | 1704.21%-1689.8pp | 35.62%-21.2pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $792 | $1,227-35.4% | $1,953-59.4% | $4,297-81.6% |
| Admin fee / account holder | $375 | $2,429-84.6% | $2,829-86.7% | $6,935-94.6% |