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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 | $10,249 | $26,140-60.8% | $58,507-82.5% | $74,473-86.2% |
| Participation rate | 14.0% | 32.1%-18.2pp | 50.9%-36.9pp | 70.7%-56.8pp |
| Annual return | 247.21% | 32.51%+214.7pp | 4252.32%-4005.1pp | 34.36%+212.9pp |
| Employer contribution / active EE | $102 | $537-81.0% | $1,053-90.3% | $2,638-96.1% |
| Participant deferral / active EE | $620 | $1,075-42.3% | $1,922-67.7% | $4,530-86.3% |
| Admin fee / account holder | $438 | $652-32.7% | $2,486-82.4% | $347+26.3% |