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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 | $9,010 | $28,624-68.5% | $53,647-83.2% | $82,637-89.1% |
| Participation rate | 27.7% | 47.3%-19.6pp | 56.3%-28.6pp | 68.1%-40.4pp |
| Annual return | 16.87% | 664.98%-648.1pp | 358.33%-341.5pp | 53.51%-36.6pp |
| Employer contribution / active EE | $252 | $637-60.4% | $962-73.8% | $2,552-90.1% |
| Participant deferral / active EE | $471 | $1,196-60.6% | $1,813-74.0% | $4,126-88.6% |
| Admin fee / account holder | $386 | $2,022-80.9% | $2,460-84.3% | $7,339-94.7% |