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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 | $8,726 | $29,733-70.7% | $56,025-84.4% | $80,959-89.2% |
| Participation rate | 32.4% | 41.7%-9.4pp | 52.5%-20.2pp | 67.7%-35.3pp |
| Annual return | 23.78% | 35.28%-11.5pp | 1712.69%-1688.9pp | 35.67%-11.9pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,298 | $1,229+5.6% | $1,955-33.6% | $4,300-69.8% |
| Admin fee / account holder | $321 | $2,434-86.8% | $2,828-88.7% | $6,925-95.4% |