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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 | $9,046 | $31,105-70.9% | $53,647-83.1% | $64,097-85.9% |
| Participation rate | 14.9% | 30.7%-15.8pp | 56.3%-41.4pp | 55.2%-40.3pp |
| Annual return | 17.06% | 22.54%-5.5pp | 358.33%-341.3pp | 34.64%-17.6pp |
| Employer contribution / active EE | $0 | $441-100.0% | $962-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $530 | $896-40.9% | $1,813-70.8% | $3,080-82.8% |
| Admin fee / account holder | $1,625 | $2,195-26.0% | $2,460-34.0% | $3,454-53.0% |