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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 | $20,862 | $27,243-23.4% | $52,425-60.2% | $79,634-73.8% |
| Participation rate | 19.0% | 22.4%-3.4pp | 55.6%-36.6pp | 62.5%-43.5pp |
| Annual return | 13.31% | 63.36%-50.0pp | 302.12%-288.8pp | 36.46%-23.1pp |
| Employer contribution / active EE | $61 | $319-80.8% | $914-93.3% | $2,529-97.6% |
| Participant deferral / active EE | $229 | $636-64.0% | $1,790-87.2% | $3,835-94.0% |
| Admin fee / account holder | $706 | $2,105-66.5% | $2,495-71.7% | $1,002-29.6% |