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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 | $10,833 | $26,936-59.8% | $53,647-79.8% | $71,012-84.7% |
| Participation rate | 8.1% | 21.9%-13.7pp | 56.3%-48.2pp | 58.6%-50.4pp |
| Annual return | 25.28% | 81.59%-56.3pp | 358.33%-333.1pp | 37.67%-12.4pp |
| Employer contribution / active EE | $89 | $335-73.4% | $962-90.7% | $2,348-96.2% |
| Participant deferral / active EE | $273 | $590-53.7% | $1,813-84.9% | $3,246-91.6% |
| Admin fee / account holder | $818 | $2,177-62.4% | $2,460-66.8% | $1,167-29.9% |