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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 | $29,670-64.8% | $56,054-81.4% | $80,911-87.1% |
| Participation rate | 15.8% | 41.7%-25.9pp | 52.5%-36.7pp | 67.6%-51.9pp |
| Annual return | 16.00% | 35.24%-19.2pp | 1705.95%-1689.9pp | 35.63%-19.6pp |
| Employer contribution / active EE | $286 | $670-57.3% | $1,039-72.5% | $2,756-89.6% |
| Participant deferral / active EE | $984 | $1,227-19.8% | $1,952-49.6% | $4,297-77.1% |
| Admin fee / account holder | $647 | $2,431-73.4% | $2,822-77.1% | $6,935-90.7% |