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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 | $8,502 | $29,733-71.4% | $56,025-84.8% | $80,959-89.5% |
| Participation rate | 17.1% | 41.7%-24.6pp | 52.5%-35.4pp | 67.7%-50.6pp |
| Annual return | 11.19% | 35.28%-24.1pp | 1712.69%-1701.5pp | 35.67%-24.5pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $617 | $1,229-49.8% | $1,955-68.5% | $4,300-85.7% |
| Admin fee / account holder | $699 | $2,434-71.3% | $2,828-75.3% | $6,925-89.9% |