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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 | $24,262 | $27,243-10.9% | $52,425-53.7% | $79,634-69.5% |
| Participation rate | 2.7% | 22.4%-19.7pp | 55.6%-52.9pp | 62.5%-59.8pp |
| Annual return | 17.21% | 63.36%-46.1pp | 302.12%-284.9pp | 36.46%-19.3pp |
| Employer contribution / active EE | $52 | $319-83.6% | $914-94.3% | $2,529-97.9% |
| Participant deferral / active EE | $182 | $636-71.3% | $1,790-89.8% | $3,835-95.2% |
| Admin fee / account holder | $982 | $2,105-53.4% | $2,495-60.7% | $1,002-2.0% |