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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 | $10,833 | $27,243-60.2% | $52,425-79.3% | $79,634-86.4% |
| Participation rate | 8.1% | 22.4%-14.3pp | 55.6%-47.5pp | 62.5%-54.4pp |
| Annual return | 25.28% | 63.36%-38.1pp | 302.12%-276.8pp | 36.46%-11.2pp |
| Employer contribution / active EE | $89 | $319-72.0% | $914-90.2% | $2,529-96.5% |
| Participant deferral / active EE | $273 | $636-57.0% | $1,790-84.7% | $3,835-92.9% |
| Admin fee / account holder | $818 | $2,105-61.2% | $2,495-67.2% | $1,002-18.4% |