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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 | $11,557 | $40,566-71.5% | $96,754-88.1% | $64,728-82.1% |
| Participation rate | 22.2% | 24.8%-2.7pp | 70.3%-48.1pp | 57.9%-35.7pp |
| Annual return | 19.42% | 93.20%-73.8pp | 82.04%-62.6pp | 49.38%-30.0pp |
| Employer contribution / active EE | $270 | $808-66.6% | $2,679-89.9% | $2,243-88.0% |
| Participant deferral / active EE | $761 | $933-18.4% | $4,758-84.0% | $2,729-72.1% |
| Admin fee / account holder | $996 | $2,770-64.0% | $8,905-88.8% | $1,145-13.0% |