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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 | $18,957 | $26,936-29.6% | $53,647-64.7% | $71,012-73.3% |
| Participation rate | 4.9% | 21.9%-17.0pp | 56.3%-51.4pp | 58.6%-53.7pp |
| Annual return | 17.63% | 81.59%-64.0pp | 358.33%-340.7pp | 37.67%-20.0pp |
| Employer contribution / active EE | $0 | $335-100.0% | $962-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $228 | $590-61.3% | $1,813-87.4% | $3,246-93.0% |
| Admin fee / account holder | $2,100 | $2,177-3.5% | $2,460-14.6% | $1,167+79.9% |