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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 | $29,716-60.1% | $56,077-78.8% | $80,925-85.3% |
| Participation rate | 31.1% | 41.7%-10.6pp | 52.5%-21.4pp | 67.7%-36.6pp |
| Annual return | 17.68% | 35.30%-17.6pp | 1709.28%-1691.6pp | 35.65%-18.0pp |
| Employer contribution / active EE | $459 | $671-31.7% | $1,040-55.9% | $2,756-83.4% |
| Participant deferral / active EE | $761 | $1,228-38.1% | $1,954-61.1% | $4,299-82.3% |
| Admin fee / account holder | $643 | $2,432-73.6% | $2,825-77.2% | $6,940-90.7% |