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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 | $28,167-55.0% | $73,658-82.8% | $64,728-80.4% |
| Participation rate | 8.7% | 21.1%-12.3pp | 57.0%-48.3pp | 57.9%-49.2pp |
| Annual return | 23.17% | 139.75%-116.6pp | 29.72%-6.6pp | 49.38%-26.2pp |
| Employer contribution / active EE | $103 | $373-72.4% | $1,032-90.0% | $2,243-95.4% |
| Participant deferral / active EE | $389 | $597-34.9% | $2,062-81.1% | $2,729-85.8% |
| Admin fee / account holder | $990 | $1,791-44.7% | $3,357-70.5% | $1,145-13.6% |