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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 | $8,786 | $29,736-70.5% | $56,033-84.3% | $80,935-89.1% |
| Participation rate | 17.6% | 41.7%-24.1pp | 52.5%-34.8pp | 67.7%-50.0pp |
| Annual return | 13.45% | 35.28%-21.8pp | 1711.38%-1697.9pp | 35.66%-22.2pp |
| Employer contribution / active EE | $262 | $671-61.0% | $1,041-74.9% | $2,757-90.5% |
| Participant deferral / active EE | $393 | $1,228-68.0% | $1,954-79.9% | $4,299-90.9% |
| Admin fee / account holder | $900 | $2,434-63.0% | $2,827-68.2% | $6,924-87.0% |