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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 | $12,872 | $27,243-52.8% | $52,425-75.4% | $79,634-83.8% |
| Participation rate | 7.2% | 22.4%-15.2pp | 55.6%-48.4pp | 62.5%-55.3pp |
| Annual return | 25.86% | 63.36%-37.5pp | 302.12%-276.3pp | 36.46%-10.6pp |
| Employer contribution / active EE | $287 | $319-10.2% | $914-68.6% | $2,529-88.7% |
| Participant deferral / active EE | $327 | $636-48.5% | $1,790-81.7% | $3,835-91.5% |
| Admin fee / account holder | $3,686 | $2,105+75.1% | $2,495+47.7% | $1,002+267.9% |