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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 | $12,680 | $27,243-53.5% | $52,425-75.8% | $79,634-84.1% |
| Participation rate | 8.7% | 22.4%-13.7pp | 55.6%-46.9pp | 62.5%-53.8pp |
| Annual return | 23.17% | 63.36%-40.2pp | 302.12%-279.0pp | 36.46%-13.3pp |
| Employer contribution / active EE | $103 | $319-67.7% | $914-88.7% | $2,529-95.9% |
| Participant deferral / active EE | $389 | $636-38.8% | $1,790-78.3% | $3,835-89.9% |
| Admin fee / account holder | $990 | $2,105-53.0% | $2,495-60.3% | $1,002-1.2% |