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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 | $26,936-20.9% | $53,647-60.3% | $71,012-70.0% |
| Participation rate | 7.1% | 21.9%-14.7pp | 56.3%-49.1pp | 58.6%-51.4pp |
| Annual return | 21.71% | 81.59%-59.9pp | 358.33%-336.6pp | 37.67%-16.0pp |
| Employer contribution / active EE | $166 | $335-50.4% | $962-82.7% | $2,348-92.9% |
| Participant deferral / active EE | $341 | $590-42.2% | $1,813-81.2% | $3,246-89.5% |
| Admin fee / account holder | $3,297 | $2,177+51.5% | $2,460+34.0% | $1,167+182.5% |