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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 | $21,202 | $103,008-79.4% | $90,304-76.5% | $152,897-86.1% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.5%-22.5pp |
| Annual return | 16.67% | 95.22%-78.5pp | 78.13%-61.5pp | 345.43%-328.8pp |
| Employer contribution / active EE | $212 | $3,139-93.3% | $2,855-92.6% | $4,764-95.6% |
| Participant deferral / active EE | $1,315 | $4,281-69.3% | $3,885-66.1% | $5,851-77.5% |
| Admin fee / account holder | $690 | $6,175-88.8% | $5,354-87.1% | $11,599-94.0% |