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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 | $9,005 | $27,936-67.8% | $58,561-84.6% | $75,173-88.0% |
| Participation rate | 12.7% | 38.8%-26.1pp | 50.9%-38.1pp | 67.2%-54.5pp |
| Annual return | 28.07% | 44.21%-16.1pp | 4251.33%-4223.3pp | 160.72%-132.7pp |
| Employer contribution / active EE | $205 | $670-69.4% | $1,053-80.5% | $2,671-92.3% |
| Participant deferral / active EE | $493 | $1,202-59.0% | $1,923-74.4% | $4,126-88.1% |
| Admin fee / account holder | $1,623 | $1,727-6.0% | $2,520-35.6% | $5,651-71.3% |