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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 | $9,851 | $51,631-80.9% | $129,397-92.4% | $80,925-87.8% |
| Participation rate | 33.3% | 56.9%-23.6pp | 69.6%-36.3pp | 67.7%-34.3pp |
| Annual return | 18.61% | 20.77%-2.2pp | 9453.98%-9435.4pp | 35.65%-17.0pp |
| Employer contribution / active EE | $507 | $1,583-68.0% | $4,154-87.8% | $2,756-81.6% |
| Participant deferral / active EE | $840 | $2,670-68.5% | $4,167-79.8% | $4,299-80.4% |
| Admin fee / account holder | $1,037 | $4,309-75.9% | $7,679-86.5% | $6,940-85.1% |