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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 | $1,914 | $29,736-93.6% | $56,033-96.6% | $80,935-97.6% |
| Participation rate | 69.8% | 41.7%+28.1pp | 52.5%+17.3pp | 67.7%+2.2pp |
| Annual return | 12.61% | 35.28%-22.7pp | 1711.38%-1698.8pp | 35.66%-23.1pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $823 | $1,228-33.0% | $1,954-57.9% | $4,299-80.9% |
| Admin fee / account holder | $419 | $2,434-82.8% | $2,827-85.2% | $6,924-94.0% |