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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 | $9,590 | $29,736-67.8% | $56,033-82.9% | $80,935-88.2% |
| Participation rate | 13.1% | 41.7%-28.6pp | 52.5%-39.4pp | 67.7%-54.6pp |
| Annual return | 12.26% | 35.28%-23.0pp | 1711.38%-1699.1pp | 35.66%-23.4pp |
| Employer contribution / active EE | $167 | $671-75.1% | $1,041-84.0% | $2,757-93.9% |
| Participant deferral / active EE | $463 | $1,228-62.3% | $1,954-76.3% | $4,299-89.2% |
| Admin fee / account holder | $1,472 | $2,434-39.5% | $2,827-47.9% | $6,924-78.7% |