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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 | $4,035 | $29,736-86.4% | $56,033-92.8% | $80,935-95.0% |
| Participation rate | 19.3% | 41.7%-22.4pp | 52.5%-33.2pp | 67.7%-48.3pp |
| Annual return | 12.55% | 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 | $490 | $1,228-60.1% | $1,954-74.9% | $4,299-88.6% |
| Admin fee / account holder | $2,298 | $2,434-5.6% | $2,827-18.7% | $6,924-66.8% |