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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 | $14,559 | $26,936-45.9% | $53,647-72.9% | $71,012-79.5% |
| Participation rate | 16.0% | 21.9%-5.9pp | 56.3%-40.3pp | 58.6%-42.6pp |
| Annual return | 25.54% | 81.59%-56.0pp | 358.33%-332.8pp | 37.67%-12.1pp |
| Employer contribution / active EE | $0 | $335-100.0% | $962-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $555 | $590-5.9% | $1,813-69.4% | $3,246-82.9% |
| Admin fee / account holder | $4,146 | $2,177+90.5% | $2,460+68.5% | $1,167+255.2% |