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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 | $11,234 | $29,670-62.1% | $56,054-80.0% | $80,911-86.1% |
| Participation rate | 10.6% | 41.7%-31.0pp | 52.5%-41.8pp | 67.6%-57.0pp |
| Annual return | 16.91% | 35.24%-18.3pp | 1705.95%-1689.0pp | 35.63%-18.7pp |
| Employer contribution / active EE | $204 | $670-69.5% | $1,039-80.3% | $2,756-92.6% |
| Participant deferral / active EE | $271 | $1,227-77.9% | $1,952-86.1% | $4,297-93.7% |
| Admin fee / account holder | $457 | $2,431-81.2% | $2,822-83.8% | $6,935-93.4% |