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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 | $12,703 | $29,507-56.9% | $56,025-77.3% | $77,762-83.7% |
| Participation rate | 17.2% | 32.7%-15.6pp | 52.5%-35.3pp | 70.6%-53.4pp |
| Annual return | 32.88% | 18.90%+14.0pp | 1712.69%-1679.8pp | 31.27%+1.6pp |
| Employer contribution / active EE | $171 | $570-69.9% | $1,042-83.5% | $2,728-93.7% |
| Participant deferral / active EE | $717 | $1,062-32.5% | $1,955-63.3% | $4,651-84.6% |
| Admin fee / account holder | $1,117 | $1,041+7.3% | $2,828-60.5% | $433+158.0% |