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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 | $9,379 | $29,733-68.5% | $56,025-83.3% | $80,959-88.4% |
| Participation rate | 15.4% | 41.7%-26.3pp | 52.5%-37.1pp | 67.7%-52.3pp |
| Annual return | 12.10% | 35.28%-23.2pp | 1712.69%-1700.6pp | 35.67%-23.6pp |
| Employer contribution / active EE | $219 | $672-67.4% | $1,042-78.9% | $2,757-92.0% |
| Participant deferral / active EE | $967 | $1,229-21.3% | $1,955-50.5% | $4,300-77.5% |
| Admin fee / account holder | $1,276 | $2,434-47.5% | $2,828-54.9% | $6,925-81.6% |