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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 | $8,794 | $29,733-70.4% | $56,025-84.3% | $80,959-89.1% |
| Participation rate | 11.9% | 41.7%-29.8pp | 52.5%-40.6pp | 67.7%-55.8pp |
| Annual return | 12.40% | 35.28%-22.9pp | 1712.69%-1700.3pp | 35.67%-23.3pp |
| Employer contribution / active EE | $225 | $672-66.5% | $1,042-78.4% | $2,757-91.8% |
| Participant deferral / active EE | $408 | $1,229-66.8% | $1,955-79.1% | $4,300-90.5% |
| Admin fee / account holder | $1,668 | $2,434-31.5% | $2,828-41.0% | $6,925-75.9% |