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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 | $11,374 | $29,051-60.8% | $52,425-78.3% | $67,986-83.3% |
| Participation rate | 9.1% | 30.4%-21.3pp | 55.6%-46.5pp | 57.2%-48.1pp |
| Annual return | 23.09% | 24.00%-0.9pp | 302.12%-279.0pp | 31.67%-8.6pp |
| Employer contribution / active EE | $85 | $412-79.4% | $914-90.7% | $2,019-95.8% |
| Participant deferral / active EE | $295 | $873-66.2% | $1,790-83.5% | $3,358-91.2% |
| Admin fee / account holder | $1,079 | $2,113-48.9% | $2,495-56.8% | $3,203-66.3% |