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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 | $14,231 | $26,936-47.2% | $53,647-73.5% | $71,012-80.0% |
| Participation rate | 15.7% | 21.9%-6.1pp | 56.3%-40.6pp | 58.6%-42.8pp |
| Annual return | 20.45% | 81.59%-61.1pp | 358.33%-337.9pp | 37.67%-17.2pp |
| Employer contribution / active EE | $0 | $335-100.0% | $962-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $481 | $590-18.5% | $1,813-73.5% | $3,246-85.2% |
| Admin fee / account holder | $3,238 | $2,177+48.7% | $2,460+31.6% | $1,167+177.4% |