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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 | $28,284 | $30,437-7.1% | $56,033-49.5% | $74,459-62.0% |
| Participation rate | 18.1% | 32.9%-14.8pp | 52.5%-34.4pp | 67.2%-49.1pp |
| Annual return | 14.39% | 24.96%-10.6pp | 1711.38%-1697.0pp | 1369.70%-1355.3pp |
| Employer contribution / active EE | $564 | $610-7.5% | $1,041-45.8% | $2,626-78.5% |
| Participant deferral / active EE | $1,122 | $1,176-4.5% | $1,954-42.6% | $4,350-74.2% |
| Admin fee / account holder | $587 | $2,363-75.1% | $2,827-79.2% | $1,945-69.8% |