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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 | $29,569-57.0% | $56,077-77.3% | $77,714-83.7% |
| Participation rate | 17.2% | 32.6%-15.5pp | 52.5%-35.3pp | 70.6%-53.4pp |
| Annual return | 32.88% | 18.90%+14.0pp | 1709.28%-1676.4pp | 31.26%+1.6pp |
| Employer contribution / active EE | $171 | $569-69.9% | $1,040-83.5% | $2,727-93.7% |
| Participant deferral / active EE | $717 | $1,061-32.4% | $1,954-63.3% | $4,649-84.6% |
| Admin fee / account holder | $1,117 | $1,042+7.2% | $2,825-60.5% | $433+157.8% |