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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 | $8,371 | $29,716-71.8% | $56,077-85.1% | $80,925-89.7% |
| Participation rate | 18.0% | 41.7%-23.7pp | 52.5%-34.5pp | 67.7%-49.7pp |
| Annual return | 14.76% | 35.30%-20.5pp | 1709.28%-1694.5pp | 35.65%-20.9pp |
| Employer contribution / active EE | $394 | $671-41.3% | $1,040-62.1% | $2,756-85.7% |
| Participant deferral / active EE | $567 | $1,228-53.9% | $1,954-71.0% | $4,299-86.8% |
| Admin fee / account holder | $1,163 | $2,432-52.2% | $2,825-58.8% | $6,940-83.2% |