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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 | $16,057 | $29,051-44.7% | $52,425-69.4% | $67,986-76.4% |
| Participation rate | 11.0% | 30.4%-19.5pp | 55.6%-44.7pp | 57.2%-46.2pp |
| Annual return | 19.77% | 24.00%-4.2pp | 302.12%-282.3pp | 31.67%-11.9pp |
| Employer contribution / active EE | $102 | $412-75.2% | $914-88.8% | $2,019-94.9% |
| Participant deferral / active EE | $176 | $873-79.8% | $1,790-90.2% | $3,358-94.8% |
| Admin fee / account holder | $773 | $2,113-63.4% | $2,495-69.0% | $3,203-75.9% |