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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 | $9,991 | $28,167-64.5% | $73,658-86.4% | $64,728-84.6% |
| Participation rate | 9.7% | 21.1%-11.4pp | 57.0%-47.4pp | 57.9%-48.2pp |
| Annual return | 22.07% | 139.75%-117.7pp | 29.72%-7.6pp | 49.38%-27.3pp |
| Employer contribution / active EE | $138 | $373-63.0% | $1,032-86.7% | $2,243-93.9% |
| Participant deferral / active EE | $271 | $597-54.6% | $2,062-86.8% | $2,729-90.1% |
| Admin fee / account holder | $600 | $1,791-66.5% | $3,357-82.1% | $1,145-47.6% |