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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 | $9,205 | $29,507-68.8% | $56,025-83.6% | $77,762-88.2% |
| Participation rate | 28.8% | 32.7%-3.9pp | 52.5%-23.7pp | 70.6%-41.8pp |
| Annual return | 14.93% | 18.90%-4.0pp | 1712.69%-1697.8pp | 31.27%-16.3pp |
| Employer contribution / active EE | $442 | $570-22.4% | $1,042-57.6% | $2,728-83.8% |
| Participant deferral / active EE | $706 | $1,062-33.5% | $1,955-63.9% | $4,651-84.8% |
| Admin fee / account holder | $627 | $1,041-39.8% | $2,828-77.8% | $433+44.7% |