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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 | $27,506 | $28,624-3.9% | $53,647-48.7% | $82,637-66.7% |
| Participation rate | 13.5% | 47.3%-33.8pp | 56.3%-42.8pp | 68.1%-54.5pp |
| Annual return | 31.54% | 664.98%-633.4pp | 358.33%-326.8pp | 53.51%-22.0pp |
| Employer contribution / active EE | $197 | $637-69.1% | $962-79.6% | $2,552-92.3% |
| Participant deferral / active EE | $363 | $1,196-69.6% | $1,813-80.0% | $4,126-91.2% |
| Admin fee / account holder | $2,941 | $2,022+45.5% | $2,460+19.5% | $7,339-59.9% |