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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 | $12,302 | $31,105-60.4% | $53,647-77.1% | $64,097-80.8% |
| Participation rate | 12.9% | 30.7%-17.8pp | 56.3%-43.4pp | 55.2%-42.3pp |
| Annual return | 16.93% | 22.54%-5.6pp | 358.33%-341.4pp | 34.64%-17.7pp |
| Employer contribution / active EE | $129 | $441-70.8% | $962-86.6% | $1,891-93.2% |
| Participant deferral / active EE | $335 | $896-62.6% | $1,813-81.5% | $3,080-89.1% |
| Admin fee / account holder | $1,421 | $2,195-35.3% | $2,460-42.2% | $3,454-58.9% |