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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 | $11,864 | $29,667-60.0% | $56,441-79.0% | $80,874-85.3% |
| Participation rate | 31.1% | 41.7%-10.6pp | 52.5%-21.4pp | 67.6%-36.6pp |
| Annual return | 17.68% | 35.22%-17.5pp | 1704.21%-1686.5pp | 35.62%-17.9pp |
| Employer contribution / active EE | $459 | $669-31.5% | $1,039-55.9% | $2,756-83.4% |
| Participant deferral / active EE | $761 | $1,227-38.0% | $1,953-61.1% | $4,297-82.3% |
| Admin fee / account holder | $643 | $2,429-73.5% | $2,829-77.3% | $6,935-90.7% |