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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 | $22,234 | $28,624-22.3% | $53,647-58.6% | $82,637-73.1% |
| Participation rate | 8.8% | 47.3%-38.4pp | 56.3%-47.5pp | 68.1%-59.2pp |
| Annual return | 19.13% | 664.98%-645.9pp | 358.33%-339.2pp | 53.51%-34.4pp |
| Employer contribution / active EE | $208 | $637-67.3% | $962-78.3% | $2,552-91.8% |
| Participant deferral / active EE | $341 | $1,196-71.5% | $1,813-81.2% | $4,126-91.7% |
| Admin fee / account holder | $3,467 | $2,022+71.5% | $2,460+41.0% | $7,339-52.8% |