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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 | $11,921 | $29,736-59.9% | $56,033-78.7% | $80,935-85.3% |
| Participation rate | 13.8% | 41.7%-27.9pp | 52.5%-38.7pp | 67.7%-53.9pp |
| Annual return | 11.06% | 35.28%-24.2pp | 1711.38%-1700.3pp | 35.66%-24.6pp |
| Employer contribution / active EE | $201 | $671-70.1% | $1,041-80.7% | $2,757-92.7% |
| Participant deferral / active EE | $370 | $1,228-69.9% | $1,954-81.1% | $4,299-91.4% |
| Admin fee / account holder | $375 | $2,434-84.6% | $2,827-86.7% | $6,924-94.6% |