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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 | $15,214 | $54,690-72.2% | $76,030-80.0% | $74,478-79.6% |
| Participation rate | 23.3% | 60.3%-37.1pp | 69.1%-45.8pp | 67.2%-44.0pp |
| Annual return | 14.55% | 31.92%-17.4pp | 361.54%-347.0pp | 1370.56%-1356.0pp |
| Employer contribution / active EE | $513 | $1,781-71.2% | $2,688-80.9% | $2,626-80.4% |
| Participant deferral / active EE | $973 | $3,070-68.3% | $4,257-77.2% | $4,350-77.6% |
| Admin fee / account holder | $1,638 | $2,240-26.9% | $6,421-74.5% | $1,946-15.8% |