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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 | $8,052 | $29,733-72.9% | $56,025-85.6% | $80,959-90.1% |
| Participation rate | 8.5% | 41.7%-33.2pp | 52.5%-44.0pp | 67.7%-59.1pp |
| Annual return | 17.69% | 35.28%-17.6pp | 1712.69%-1695.0pp | 35.67%-18.0pp |
| Employer contribution / active EE | $145 | $672-78.5% | $1,042-86.1% | $2,757-94.8% |
| Participant deferral / active EE | $258 | $1,229-79.0% | $1,955-86.8% | $4,300-94.0% |
| Admin fee / account holder | $1,591 | $2,434-34.6% | $2,828-43.7% | $6,925-77.0% |