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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 | $8,056 | $29,736-72.9% | $56,033-85.6% | $80,935-90.0% |
| Participation rate | 12.2% | 41.7%-29.5pp | 52.5%-40.3pp | 67.7%-55.5pp |
| Annual return | 23.68% | 35.28%-11.6pp | 1711.38%-1687.7pp | 35.66%-12.0pp |
| Employer contribution / active EE | $299 | $671-55.5% | $1,041-71.3% | $2,757-89.2% |
| Participant deferral / active EE | $497 | $1,228-59.5% | $1,954-74.6% | $4,299-88.4% |
| Admin fee / account holder | $635 | $2,434-73.9% | $2,827-77.5% | $6,924-90.8% |