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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 | $31,932 | $30,421+5.0% | $56,077-43.1% | $74,429-57.1% |
| Participation rate | 13.1% | 32.9%-19.7pp | 52.5%-39.4pp | 67.2%-54.1pp |
| Annual return | 13.16% | 24.94%-11.8pp | 1709.28%-1696.1pp | 1368.38%-1355.2pp |
| Employer contribution / active EE | $335 | $610-45.0% | $1,040-67.8% | $2,625-87.2% |
| Participant deferral / active EE | $671 | $1,175-42.9% | $1,954-65.7% | $4,348-84.6% |
| Admin fee / account holder | $5,354 | $2,363+126.5% | $2,825+89.5% | $1,944+175.3% |