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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 | $8,435 | $29,733-71.6% | $56,025-84.9% | $80,959-89.6% |
| Participation rate | 25.4% | 41.7%-16.3pp | 52.5%-27.1pp | 67.7%-42.3pp |
| Annual return | 13.42% | 35.28%-21.9pp | 1712.69%-1699.3pp | 35.67%-22.3pp |
| Employer contribution / active EE | $145 | $672-78.4% | $1,042-86.1% | $2,757-94.7% |
| Participant deferral / active EE | $918 | $1,229-25.3% | $1,955-53.0% | $4,300-78.6% |
| Admin fee / account holder | $2,689 | $2,434+10.5% | $2,828-4.9% | $6,925-61.2% |