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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 | $14,343 | $27,243-47.4% | $52,425-72.6% | $79,634-82.0% |
| Participation rate | 15.8% | 22.4%-6.6pp | 55.6%-39.8pp | 62.5%-46.6pp |
| Annual return | 16.34% | 63.36%-47.0pp | 302.12%-285.8pp | 36.46%-20.1pp |
| Employer contribution / active EE | $124 | $319-61.2% | $914-86.4% | $2,529-95.1% |
| Participant deferral / active EE | $527 | $636-17.1% | $1,790-70.6% | $3,835-86.3% |
| Admin fee / account holder | $1,853 | $2,105-12.0% | $2,495-25.7% | $1,002+84.9% |