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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 | $19,366 | $28,624-32.3% | $53,647-63.9% | $82,637-76.6% |
| Participation rate | 12.1% | 47.3%-35.1pp | 56.3%-44.2pp | 68.1%-55.9pp |
| Annual return | 21.54% | 664.98%-643.4pp | 358.33%-336.8pp | 53.51%-32.0pp |
| Employer contribution / active EE | $294 | $637-53.9% | $962-69.5% | $2,552-88.5% |
| Participant deferral / active EE | $310 | $1,196-74.1% | $1,813-82.9% | $4,126-92.5% |
| Admin fee / account holder | $408 | $2,022-79.8% | $2,460-83.4% | $7,339-94.4% |