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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 | $9,090 | $29,716-69.4% | $56,077-83.8% | $80,925-88.8% |
| Participation rate | 9.1% | 41.7%-32.6pp | 52.5%-43.4pp | 67.7%-58.6pp |
| Annual return | 16.20% | 35.30%-19.1pp | 1709.28%-1693.1pp | 35.65%-19.5pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $474 | $1,228-61.4% | $1,954-75.7% | $4,299-89.0% |
| Admin fee / account holder | $2,962 | $2,432+21.8% | $2,825+4.9% | $6,940-57.3% |