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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 | $7,021 | $29,736-76.4% | $56,033-87.5% | $80,935-91.3% |
| Participation rate | 23.1% | 41.7%-18.6pp | 52.5%-29.4pp | 67.7%-44.6pp |
| Annual return | 22.10% | 35.28%-13.2pp | 1711.38%-1689.3pp | 35.66%-13.6pp |
| Employer contribution / active EE | $173 | $671-74.3% | $1,041-83.4% | $2,757-93.7% |
| Participant deferral / active EE | $927 | $1,228-24.5% | $1,954-52.6% | $4,299-78.4% |
| Admin fee / account holder | $367 | $2,434-84.9% | $2,827-87.0% | $6,924-94.7% |