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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 | $5,777 | $29,667-80.5% | $56,441-89.8% | $80,874-92.9% |
| Participation rate | 31.0% | 41.7%-10.7pp | 52.5%-21.5pp | 67.6%-36.7pp |
| Annual return | 12.86% | 35.22%-22.4pp | 1704.21%-1691.4pp | 35.62%-22.8pp |
| Employer contribution / active EE | $200 | $669-70.2% | $1,039-80.8% | $2,756-92.8% |
| Participant deferral / active EE | $654 | $1,227-46.7% | $1,953-66.5% | $4,297-84.8% |
| Admin fee / account holder | $1,560 | $2,429-35.8% | $2,829-44.9% | $6,935-77.5% |