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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 | $15,727 | $29,733-47.1% | $56,025-71.9% | $80,959-80.6% |
| Participation rate | 15.4% | 41.7%-26.3pp | 52.5%-37.1pp | 67.7%-52.3pp |
| Annual return | 11.83% | 35.28%-23.5pp | 1712.69%-1700.9pp | 35.67%-23.8pp |
| Employer contribution / active EE | $98 | $672-85.5% | $1,042-90.6% | $2,757-96.5% |
| Participant deferral / active EE | $912 | $1,229-25.9% | $1,955-53.4% | $4,300-78.8% |
| Admin fee / account holder | $2,697 | $2,434+10.8% | $2,828-4.7% | $6,925-61.1% |