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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 | $8,164 | $31,105-73.8% | $53,647-84.8% | $64,097-87.3% |
| Participation rate | 9.6% | 30.7%-21.0pp | 56.3%-46.6pp | 55.2%-45.5pp |
| Annual return | 20.94% | 22.54%-1.6pp | 358.33%-337.4pp | 34.64%-13.7pp |
| Employer contribution / active EE | $0 | $441-100.0% | $962-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $298 | $896-66.7% | $1,813-83.6% | $3,080-90.3% |
| Admin fee / account holder | $1,636 | $2,195-25.5% | $2,460-33.5% | $3,454-52.6% |