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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 | $8,476 | $29,733-71.5% | $56,025-84.9% | $80,959-89.5% |
| Participation rate | 22.9% | 41.7%-18.9pp | 52.5%-29.7pp | 67.7%-44.8pp |
| Annual return | 15.10% | 35.28%-20.2pp | 1712.69%-1697.6pp | 35.67%-20.6pp |
| Employer contribution / active EE | $159 | $672-76.3% | $1,042-84.7% | $2,757-94.2% |
| Participant deferral / active EE | $737 | $1,229-40.0% | $1,955-62.3% | $4,300-82.9% |
| Admin fee / account holder | $390 | $2,434-84.0% | $2,828-86.2% | $6,925-94.4% |