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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 | $16,556 | $27,800-40.4% | $58,561-71.7% | $71,511-76.8% |
| Participation rate | 11.9% | 34.6%-22.7pp | 50.9%-39.0pp | 67.9%-56.0pp |
| Annual return | 23.06% | 26.80%-3.7pp | 4251.33%-4228.3pp | 28.86%-5.8pp |
| Employer contribution / active EE | $0 | $632-100.0% | $1,053-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $606 | $1,208-49.9% | $1,923-68.5% | $4,291-85.9% |
| Admin fee / account holder | $662 | $1,637-59.6% | $2,520-73.7% | $1,588-58.3% |