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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 | $17,469 | $39,028-55.2% | $80,741-78.4% | $85,847-79.7% |
| Participation rate | 69.2% | 41.6%+27.7pp | 54.2%+15.1pp | 69.3%-0.1pp |
| Annual return | 12.67% | 26.31%-13.6pp | 87.30%-74.6pp | 318.61%-305.9pp |
| Employer contribution / active EE | $142 | $722-80.3% | $1,160-87.7% | $2,565-94.5% |
| Participant deferral / active EE | $720 | $1,326-45.7% | $2,145-66.5% | $3,952-81.8% |
| Admin fee / account holder | $910 | $2,429-62.5% | $3,380-73.1% | $6,261-85.5% |