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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 | $20,220 | $27,936-27.6% | $58,561-65.5% | $75,173-73.1% |
| Participation rate | 13.8% | 38.8%-25.1pp | 50.9%-37.1pp | 67.2%-53.4pp |
| Annual return | 21.05% | 44.21%-23.2pp | 4251.33%-4230.3pp | 160.72%-139.7pp |
| Employer contribution / active EE | $239 | $670-64.4% | $1,053-77.3% | $2,671-91.1% |
| Participant deferral / active EE | $872 | $1,202-27.5% | $1,923-54.7% | $4,126-78.9% |
| Admin fee / account holder | $373 | $1,727-78.4% | $2,520-85.2% | $5,651-93.4% |