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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 | $24,661 | $29,051-15.1% | $52,425-53.0% | $67,986-63.7% |
| Participation rate | 6.2% | 30.4%-24.2pp | 55.6%-49.4pp | 57.2%-51.0pp |
| Annual return | 18.53% | 24.00%-5.5pp | 302.12%-283.6pp | 31.67%-13.1pp |
| Employer contribution / active EE | $82 | $412-80.0% | $914-91.0% | $2,019-95.9% |
| Participant deferral / active EE | $191 | $873-78.2% | $1,790-89.4% | $3,358-94.3% |
| Admin fee / account holder | $432 | $2,113-79.5% | $2,495-82.7% | $3,203-86.5% |