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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 | $8,680 | $34,316-74.7% | $74,723-88.4% | $72,976-88.1% |
| Participation rate | 25.0% | 42.4%-17.4pp | 54.5%-29.5pp | 69.5%-44.5pp |
| Annual return | 35.11% | 26.58%+8.5pp | 753.18%-718.1pp | 81.02%-45.9pp |
| Employer contribution / active EE | $306 | $692-55.8% | $1,084-71.8% | $2,440-87.5% |
| Participant deferral / active EE | $644 | $1,272-49.4% | $1,962-67.2% | $3,608-82.1% |
| Admin fee / account holder | $1,095 | $2,125-48.5% | $3,335-67.2% | $5,124-78.6% |