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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 | $29,736-65.6% | $56,033-81.8% | $80,935-87.4% |
| Participation rate | 22.5% | 41.7%-19.2pp | 52.5%-30.0pp | 67.7%-45.2pp |
| Annual return | 16.76% | 35.28%-18.5pp | 1711.38%-1694.6pp | 35.66%-18.9pp |
| Employer contribution / active EE | $410 | $671-38.9% | $1,041-60.6% | $2,757-85.1% |
| Participant deferral / active EE | $1,738 | $1,228+41.5% | $1,954-11.1% | $4,299-59.6% |
| Admin fee / account holder | $78,303 | $2,434+3117.6% | $2,827+2669.8% | $6,924+1030.8% |