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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 | $10,443 | $29,716-64.9% | $56,077-81.4% | $80,925-87.1% |
| Participation rate | 15.8% | 41.7%-25.9pp | 52.5%-36.7pp | 67.7%-51.9pp |
| Annual return | 16.00% | 35.30%-19.3pp | 1709.28%-1693.3pp | 35.65%-19.7pp |
| Employer contribution / active EE | $286 | $671-57.4% | $1,040-72.5% | $2,756-89.6% |
| Participant deferral / active EE | $984 | $1,228-19.9% | $1,954-49.7% | $4,299-77.1% |
| Admin fee / account holder | $647 | $2,432-73.4% | $2,825-77.1% | $6,940-90.7% |