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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 | $26,936-17.5% | $53,647-58.6% | $71,012-68.7% |
| Participation rate | 17.7% | 21.9%-4.1pp | 56.3%-38.6pp | 58.6%-40.8pp |
| Annual return | 14.21% | 81.59%-67.4pp | 358.33%-344.1pp | 37.67%-23.5pp |
| Employer contribution / active EE | $133 | $335-60.2% | $962-86.1% | $2,348-94.3% |
| Participant deferral / active EE | $257 | $590-56.4% | $1,813-85.8% | $3,246-92.1% |
| Admin fee / account holder | $1,118 | $2,177-48.6% | $2,460-54.5% | $1,167-4.2% |