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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 | $27,508 | $30,421-9.6% | $56,077-50.9% | $74,429-63.0% |
| Participation rate | 22.3% | 32.9%-10.6pp | 52.5%-30.2pp | 67.2%-44.9pp |
| Annual return | 19.21% | 24.94%-5.7pp | 1709.28%-1690.1pp | 1368.38%-1349.2pp |
| Employer contribution / active EE | $515 | $610-15.5% | $1,040-50.5% | $2,625-80.4% |
| Participant deferral / active EE | $1,144 | $1,175-2.7% | $1,954-41.5% | $4,348-73.7% |
| Admin fee / account holder | $864 | $2,363-63.5% | $2,825-69.4% | $1,944-55.6% |