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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 | $23,534 | $29,716-20.8% | $56,077-58.0% | $80,925-70.9% |
| Participation rate | 16.8% | 41.7%-24.9pp | 52.5%-35.7pp | 67.7%-50.8pp |
| Annual return | 12.16% | 35.30%-23.1pp | 1709.28%-1697.1pp | 35.65%-23.5pp |
| Employer contribution / active EE | $331 | $671-50.6% | $1,040-68.1% | $2,756-88.0% |
| Participant deferral / active EE | $757 | $1,228-38.4% | $1,954-61.3% | $4,299-82.4% |
| Admin fee / account holder | $537 | $2,432-77.9% | $2,825-81.0% | $6,940-92.3% |