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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 | $9,707 | $29,525-67.1% | $56,033-82.7% | $77,736-87.5% |
| Participation rate | 15.6% | 32.7%-17.0pp | 52.5%-36.9pp | 70.6%-54.9pp |
| Annual return | 14.12% | 18.90%-4.8pp | 1711.38%-1697.3pp | 31.26%-17.1pp |
| Employer contribution / active EE | $170 | $569-70.2% | $1,041-83.7% | $2,728-93.8% |
| Participant deferral / active EE | $562 | $1,062-47.1% | $1,954-71.3% | $4,651-87.9% |
| Admin fee / account holder | $1,233 | $1,040+18.6% | $2,827-56.4% | $433+184.6% |