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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 | $8,507 | $29,051-70.7% | $52,425-83.8% | $67,986-87.5% |
| Participation rate | 7.2% | 30.4%-23.2pp | 55.6%-48.4pp | 57.2%-50.0pp |
| Annual return | 24.24% | 24.00%+0.2pp | 302.12%-277.9pp | 31.67%-7.4pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $182 | $873-79.2% | $1,790-89.9% | $3,358-94.6% |
| Admin fee / account holder | $533 | $2,113-74.8% | $2,495-78.7% | $3,203-83.4% |