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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 | $22,708 | $30,421-25.4% | $56,077-59.5% | $74,429-69.5% |
| Participation rate | 15.1% | 32.9%-17.8pp | 52.5%-37.4pp | 67.2%-52.2pp |
| Annual return | 16.65% | 24.94%-8.3pp | 1709.28%-1692.6pp | 1368.38%-1351.7pp |
| Employer contribution / active EE | $219 | $610-64.1% | $1,040-79.0% | $2,625-91.7% |
| Participant deferral / active EE | $561 | $1,175-52.3% | $1,954-71.3% | $4,348-87.1% |
| Admin fee / account holder | $307 | $2,363-87.0% | $2,825-89.1% | $1,944-84.2% |