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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 | $20,289 | $30,421-33.3% | $56,077-63.8% | $74,429-72.7% |
| Participation rate | 26.8% | 32.9%-6.0pp | 52.5%-25.7pp | 67.2%-40.4pp |
| Annual return | 14.42% | 24.94%-10.5pp | 1709.28%-1694.9pp | 1368.38%-1354.0pp |
| Employer contribution / active EE | $284 | $610-53.4% | $1,040-72.7% | $2,625-89.2% |
| Participant deferral / active EE | $568 | $1,175-51.7% | $1,954-70.9% | $4,348-86.9% |
| Admin fee / account holder | $2,990 | $2,363+26.5% | $2,825+5.8% | $1,944+53.8% |