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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 | $22,270 | $28,624-22.2% | $53,647-58.5% | $82,637-73.1% |
| Participation rate | 4.2% | 47.3%-43.1pp | 56.3%-52.1pp | 68.1%-63.9pp |
| Annual return | 17.73% | 664.98%-647.3pp | 358.33%-340.6pp | 53.51%-35.8pp |
| Employer contribution / active EE | $145 | $637-77.3% | $962-85.0% | $2,552-94.3% |
| Participant deferral / active EE | $366 | $1,196-69.4% | $1,813-79.8% | $4,126-91.1% |
| Admin fee / account holder | $11,363 | $2,022+462.0% | $2,460+361.9% | $7,339+54.8% |