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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 | $13,262 | $26,936-50.8% | $53,647-75.3% | $71,012-81.3% |
| Participation rate | 18.2% | 21.9%-3.6pp | 56.3%-38.1pp | 58.6%-40.3pp |
| Annual return | 26.58% | 81.59%-55.0pp | 358.33%-331.8pp | 37.67%-11.1pp |
| Employer contribution / active EE | $214 | $335-36.0% | $962-77.7% | $2,348-90.9% |
| Participant deferral / active EE | $745 | $590+26.3% | $1,813-58.9% | $3,246-77.0% |
| Admin fee / account holder | $2,660 | $2,177+22.2% | $2,460+8.1% | $1,167+127.9% |