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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 | $12,757 | $29,507-56.8% | $56,025-77.2% | $77,762-83.6% |
| Participation rate | 7.5% | 32.7%-25.3pp | 52.5%-45.0pp | 70.6%-63.1pp |
| Annual return | 19.30% | 18.90%+0.4pp | 1712.69%-1693.4pp | 31.27%-12.0pp |
| Employer contribution / active EE | $0 | $570-100.0% | $1,042-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $278 | $1,062-73.8% | $1,955-85.8% | $4,651-94.0% |
| Admin fee / account holder | $488 | $1,041-53.1% | $2,828-82.7% | $433+12.7% |