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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 | $21,314 | $27,243-21.8% | $52,425-59.3% | $79,634-73.2% |
| Participation rate | 7.1% | 22.4%-15.3pp | 55.6%-48.5pp | 62.5%-55.3pp |
| Annual return | 21.71% | 63.36%-41.6pp | 302.12%-280.4pp | 36.46%-14.8pp |
| Employer contribution / active EE | $166 | $319-48.0% | $914-81.8% | $2,529-93.4% |
| Participant deferral / active EE | $341 | $636-46.4% | $1,790-81.0% | $3,835-91.1% |
| Admin fee / account holder | $3,297 | $2,105+56.6% | $2,495+32.2% | $1,002+229.1% |