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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 | $2,852 | $49,976-94.3% | $66,674-95.7% | $82,637-96.5% |
| Participation rate | 16.1% | 63.1%-47.0pp | 73.7%-57.5pp | 68.1%-51.9pp |
| Annual return | 36.78% | 39.09%-2.3pp | 321.24%-284.5pp | 53.51%-16.7pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $490 | $2,847-82.8% | $4,084-88.0% | $4,126-88.1% |
| Admin fee / account holder | $438 | $4,594-90.5% | $5,098-91.4% | $7,339-94.0% |