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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 | $14,632 | $30,385-51.8% | $56,054-73.9% | $74,400-80.3% |
| Participation rate | 17.7% | 32.9%-15.2pp | 52.5%-34.8pp | 67.2%-49.5pp |
| Annual return | 12.20% | 24.92%-12.7pp | 1705.95%-1693.7pp | 1367.51%-1355.3pp |
| Employer contribution / active EE | $420 | $609-31.0% | $1,039-59.6% | $2,624-84.0% |
| Participant deferral / active EE | $575 | $1,174-51.0% | $1,952-70.5% | $4,348-86.8% |
| Admin fee / account holder | $1,655 | $2,361-29.9% | $2,822-41.4% | $1,944-14.9% |