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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 | $29,670-69.4% | $56,054-83.8% | $80,911-88.8% |
| Participation rate | 9.1% | 41.7%-32.6pp | 52.5%-43.4pp | 67.6%-58.6pp |
| Annual return | 16.20% | 35.24%-19.0pp | 1705.95%-1689.7pp | 35.63%-19.4pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $474 | $1,227-61.3% | $1,952-75.7% | $4,297-89.0% |
| Admin fee / account holder | $2,962 | $2,431+21.9% | $2,822+4.9% | $6,935-57.3% |