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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 | $7,541 | $58,311-87.1% | $81,882-90.8% | $80,959-90.7% |
| Participation rate | 45.7% | 63.5%-17.8pp | 72.4%-26.7pp | 67.7%-22.0pp |
| Annual return | 10.90% | 41.85%-31.0pp | 779.47%-768.6pp | 35.67%-24.8pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $950 | $3,287-71.1% | $4,323-78.0% | $4,300-77.9% |
| Admin fee / account holder | $2,516 | $4,752-47.1% | $7,360-65.8% | $6,925-63.7% |