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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 | $7,902 | $27,243-71.0% | $52,425-84.9% | $79,634-90.1% |
| Participation rate | 6.9% | 22.4%-15.5pp | 55.6%-48.7pp | 62.5%-55.5pp |
| Annual return | 17.40% | 63.36%-46.0pp | 302.12%-284.7pp | 36.46%-19.1pp |
| Employer contribution / active EE | $0 | $319-100.0% | $914-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $234 | $636-63.1% | $1,790-86.9% | $3,835-93.9% |
| Admin fee / account holder | $770 | $2,105-63.4% | $2,495-69.1% | $1,002-23.2% |