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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 | $9,369 | $29,670-68.4% | $56,054-83.3% | $80,911-88.4% |
| Participation rate | 29.6% | 41.7%-12.0pp | 52.5%-22.9pp | 67.6%-38.0pp |
| Annual return | 20.21% | 35.24%-15.0pp | 1705.95%-1685.7pp | 35.63%-15.4pp |
| Employer contribution / active EE | $127 | $670-81.0% | $1,039-87.7% | $2,756-95.4% |
| Participant deferral / active EE | $332 | $1,227-72.9% | $1,952-83.0% | $4,297-92.3% |
| Admin fee / account holder | $406 | $2,431-83.3% | $2,822-85.6% | $6,935-94.1% |