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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 | $12,680 | $26,936-52.9% | $53,647-76.4% | $71,012-82.1% |
| Participation rate | 8.7% | 21.9%-13.1pp | 56.3%-47.6pp | 58.6%-49.8pp |
| Annual return | 23.17% | 81.59%-58.4pp | 358.33%-335.2pp | 37.67%-14.5pp |
| Employer contribution / active EE | $103 | $335-69.2% | $962-89.3% | $2,348-95.6% |
| Participant deferral / active EE | $389 | $590-34.1% | $1,813-78.6% | $3,246-88.0% |
| Admin fee / account holder | $990 | $2,177-54.5% | $2,460-59.8% | $1,167-15.2% |