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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 | $12,615 | $29,667-57.5% | $56,441-77.6% | $80,874-84.4% |
| Participation rate | 20.0% | 41.7%-21.7pp | 52.5%-32.5pp | 67.6%-47.6pp |
| Annual return | 14.05% | 35.22%-21.2pp | 1704.21%-1690.2pp | 35.62%-21.6pp |
| Employer contribution / active EE | $357 | $669-46.7% | $1,039-65.7% | $2,756-87.1% |
| Participant deferral / active EE | $937 | $1,227-23.6% | $1,953-52.0% | $4,297-78.2% |
| Admin fee / account holder | $3,302 | $2,429+35.9% | $2,829+16.7% | $6,935-52.4% |