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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 | $13,539 | $27,243-50.3% | $52,425-74.2% | $79,634-83.0% |
| Participation rate | 8.8% | 22.4%-13.6pp | 55.6%-46.8pp | 62.5%-53.7pp |
| Annual return | 19.41% | 63.36%-43.9pp | 302.12%-282.7pp | 36.46%-17.1pp |
| Employer contribution / active EE | $0 | $319-100.0% | $914-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $312 | $636-51.0% | $1,790-82.6% | $3,835-91.9% |
| Admin fee / account holder | $1,631 | $2,105-22.5% | $2,495-34.6% | $1,002+62.8% |