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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 | $15,904 | $62,592-74.6% | $85,709-81.4% | $85,847-81.5% |
| Participation rate | 26.6% | 61.1%-34.5pp | 69.9%-43.3pp | 69.3%-42.7pp |
| Annual return | 0.00% | 23.77%-23.8pp | 21.49%-21.5pp | 318.61%-318.6pp |
| Employer contribution / active EE | $403 | $1,755-77.1% | $2,619-84.6% | $2,565-84.3% |
| Participant deferral / active EE | $1,417 | $2,802-49.4% | $3,924-63.9% | $3,952-64.2% |
| Admin fee / account holder | $430 | $4,643-90.7% | $6,876-93.8% | $6,261-93.1% |