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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 | $22,210 | $27,243-18.5% | $52,425-57.6% | $79,634-72.1% |
| Participation rate | 17.7% | 22.4%-4.7pp | 55.6%-37.9pp | 62.5%-44.8pp |
| Annual return | 14.21% | 63.36%-49.1pp | 302.12%-287.9pp | 36.46%-22.2pp |
| Employer contribution / active EE | $133 | $319-58.2% | $914-85.4% | $2,529-94.7% |
| Participant deferral / active EE | $257 | $636-59.6% | $1,790-85.6% | $3,835-93.3% |
| Admin fee / account holder | $1,118 | $2,105-46.9% | $2,495-55.2% | $1,002+11.6% |