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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 | $9,544 | $29,736-67.9% | $56,033-83.0% | $80,935-88.2% |
| Participation rate | 15.1% | 41.7%-26.6pp | 52.5%-37.4pp | 67.7%-52.6pp |
| Annual return | 14.41% | 35.28%-20.9pp | 1711.38%-1697.0pp | 35.66%-21.2pp |
| Employer contribution / active EE | $242 | $671-63.9% | $1,041-76.7% | $2,757-91.2% |
| Participant deferral / active EE | $340 | $1,228-72.3% | $1,954-82.6% | $4,299-92.1% |
| Admin fee / account holder | $701 | $2,434-71.2% | $2,827-75.2% | $6,924-89.9% |