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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 | $6,185 | $24,618-74.9% | $71,585-91.4% | $82,637-92.5% |
| Participation rate | 54.8% | 68.2%-13.4pp | 68.2%-13.3pp | 68.1%-13.2pp |
| Annual return | 23.98% | 93.17%-69.2pp | 59.26%-35.3pp | 53.51%-29.5pp |
| Employer contribution / active EE | $0 | $852-100.0% | $1,669-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,196 | $1,720-30.5% | $2,923-59.1% | $4,126-71.0% |
| Admin fee / account holder | $873 | $3,285-73.4% | $4,712-81.5% | $7,339-88.1% |