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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 | $18,492 | $27,800-33.5% | $58,544-68.4% | $71,495-74.1% |
| Participation rate | 4.6% | 34.6%-30.0pp | 50.9%-46.2pp | 67.9%-63.3pp |
| Annual return | 16.51% | 26.80%-10.3pp | 4249.56%-4233.1pp | 28.85%-12.3pp |
| Employer contribution / active EE | $0 | $632-100.0% | $1,053-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $360 | $1,208-70.2% | $1,923-81.3% | $4,291-91.6% |
| Admin fee / account holder | $1,630 | $1,637-0.5% | $2,520-35.3% | $1,588+2.6% |