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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 | $9,242 | $29,736-68.9% | $56,033-83.5% | $80,935-88.6% |
| Participation rate | 7.9% | 41.7%-33.8pp | 52.5%-44.6pp | 67.7%-59.8pp |
| Annual return | 17.09% | 35.28%-18.2pp | 1711.38%-1694.3pp | 35.66%-18.6pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $473 | $1,228-61.5% | $1,954-75.8% | $4,299-89.0% |
| Admin fee / account holder | $1,725 | $2,434-29.1% | $2,827-39.0% | $6,924-75.1% |