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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 | $21,707 | $45,043-51.8% | $63,005-65.5% | $70,124-69.0% |
| Participation rate | 68.0% | 69.5%-1.5pp | 74.8%-6.8pp | 69.5%-1.5pp |
| Annual return | 0.00% | 18.76%-18.8pp | 87.59%-87.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $627 | $2,052-69.5% | $2,760-77.3% | $2,342-73.3% |
| Participant deferral / active EE | $895 | $2,466-63.7% | $3,329-73.1% | $3,332-73.1% |
| Admin fee / account holder | $752 | $2,833-73.5% | $3,599-79.1% | $4,645-83.8% |