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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 | $7,829 | $27,243-71.3% | $52,425-85.1% | $79,634-90.2% |
| Participation rate | 9.2% | 22.4%-13.3pp | 55.6%-46.5pp | 62.5%-53.3pp |
| Annual return | 32.41% | 63.36%-30.9pp | 302.12%-269.7pp | 36.46%-4.0pp |
| Employer contribution / active EE | $0 | $319-100.0% | $914-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $239 | $636-62.5% | $1,790-86.7% | $3,835-93.8% |
| Admin fee / account holder | $826 | $2,105-60.8% | $2,495-66.9% | $1,002-17.6% |