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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 | $14,789 | $34,316-56.9% | $74,723-80.2% | $72,976-79.7% |
| Participation rate | 28.6% | 42.4%-13.8pp | 54.5%-25.9pp | 69.5%-40.9pp |
| Annual return | 19.02% | 26.58%-7.6pp | 753.18%-734.2pp | 81.02%-62.0pp |
| Employer contribution / active EE | $320 | $692-53.8% | $1,084-70.5% | $2,440-86.9% |
| Participant deferral / active EE | $640 | $1,272-49.7% | $1,962-67.4% | $3,608-82.3% |
| Admin fee / account holder | $304 | $2,125-85.7% | $3,335-90.9% | $5,124-94.1% |