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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 | $10,062 | $29,733-66.2% | $56,025-82.0% | $80,959-87.6% |
| Participation rate | 37.5% | 41.7%-4.2pp | 52.5%-15.0pp | 67.7%-30.2pp |
| Annual return | 11.26% | 35.28%-24.0pp | 1712.69%-1701.4pp | 35.67%-24.4pp |
| Employer contribution / active EE | $390 | $672-42.0% | $1,042-62.6% | $2,757-85.9% |
| Participant deferral / active EE | $902 | $1,229-26.6% | $1,955-53.9% | $4,300-79.0% |
| Admin fee / account holder | $1,075 | $2,434-55.8% | $2,828-62.0% | $6,925-84.5% |