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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 | $21,004 | $27,243-22.9% | $52,425-59.9% | $79,634-73.6% |
| Participation rate | 23.5% | 22.4%+1.1pp | 55.6%-32.1pp | 62.5%-39.0pp |
| Annual return | 18.65% | 63.36%-44.7pp | 302.12%-283.5pp | 36.46%-17.8pp |
| Employer contribution / active EE | $81 | $319-74.5% | $914-91.1% | $2,529-96.8% |
| Participant deferral / active EE | $914 | $636+43.9% | $1,790-48.9% | $3,835-76.2% |
| Admin fee / account holder | $1,348 | $2,105-36.0% | $2,495-46.0% | $1,002+34.5% |