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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 | $29,733-80.6% | $56,025-89.7% | $80,959-92.9% |
| Participation rate | 31.0% | 41.7%-10.8pp | 52.5%-21.6pp | 67.7%-36.7pp |
| Annual return | 12.86% | 35.28%-22.4pp | 1712.69%-1699.8pp | 35.67%-22.8pp |
| Employer contribution / active EE | $200 | $672-70.3% | $1,042-80.8% | $2,757-92.8% |
| Participant deferral / active EE | $654 | $1,229-46.8% | $1,955-66.6% | $4,300-84.8% |
| Admin fee / account holder | $1,560 | $2,434-35.9% | $2,828-44.8% | $6,925-77.5% |