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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 | $9,918 | $29,736-66.6% | $56,033-82.3% | $80,935-87.7% |
| Participation rate | 27.8% | 41.7%-13.9pp | 52.5%-24.7pp | 67.7%-39.9pp |
| Annual return | 16.32% | 35.28%-19.0pp | 1711.38%-1695.1pp | 35.66%-19.3pp |
| Employer contribution / active EE | $399 | $671-40.6% | $1,041-61.7% | $2,757-85.5% |
| Participant deferral / active EE | $885 | $1,228-27.9% | $1,954-54.7% | $4,299-79.4% |
| Admin fee / account holder | $616 | $2,434-74.7% | $2,827-78.2% | $6,924-91.1% |