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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 | $10,278 | $27,800-63.0% | $58,507-82.4% | $71,529-85.6% |
| Participation rate | 13.7% | 34.6%-20.9pp | 50.9%-37.1pp | 67.9%-54.2pp |
| Annual return | 21.96% | 26.80%-4.8pp | 4252.32%-4230.4pp | 28.97%-7.0pp |
| Employer contribution / active EE | $363 | $632-42.5% | $1,053-65.5% | $2,590-86.0% |
| Participant deferral / active EE | $621 | $1,208-48.6% | $1,922-67.7% | $4,291-85.5% |
| Admin fee / account holder | $819 | $1,637-50.0% | $2,486-67.0% | $1,588-48.4% |