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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 | $10,216 | $29,716-65.6% | $56,077-81.8% | $80,925-87.4% |
| Participation rate | 22.5% | 41.7%-19.2pp | 52.5%-30.0pp | 67.7%-45.2pp |
| Annual return | 16.76% | 35.30%-18.5pp | 1709.28%-1692.5pp | 35.65%-18.9pp |
| Employer contribution / active EE | $410 | $671-38.9% | $1,040-60.6% | $2,756-85.1% |
| Participant deferral / active EE | $1,738 | $1,228+41.4% | $1,954-11.1% | $4,299-59.6% |
| Admin fee / account holder | $78,303 | $2,432+3119.7% | $2,825+2671.9% | $6,940+1028.3% |