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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 | $29,670-76.3% | $56,054-87.5% | $80,911-91.3% |
| Participation rate | 23.1% | 41.7%-18.6pp | 52.5%-29.4pp | 67.6%-44.6pp |
| Annual return | 22.10% | 35.24%-13.1pp | 1705.95%-1683.8pp | 35.63%-13.5pp |
| Employer contribution / active EE | $173 | $670-74.2% | $1,039-83.4% | $2,756-93.7% |
| Participant deferral / active EE | $927 | $1,227-24.4% | $1,952-52.5% | $4,297-78.4% |
| Admin fee / account holder | $367 | $2,431-84.9% | $2,822-87.0% | $6,935-94.7% |