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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 | $3,216 | $27,924-88.5% | $58,544-94.5% | $75,181-95.7% |
| Participation rate | 15.2% | 38.8%-23.6pp | 50.9%-35.6pp | 67.2%-52.0pp |
| Annual return | 29.11% | 44.20%-15.1pp | 4249.56%-4220.5pp | 160.69%-131.6pp |
| Employer contribution / active EE | $114 | $669-82.9% | $1,053-89.1% | $2,671-95.7% |
| Participant deferral / active EE | $331 | $1,202-72.5% | $1,923-82.8% | $4,126-92.0% |
| Admin fee / account holder | $1,808 | $1,726+4.8% | $2,520-28.2% | $5,650-68.0% |