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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 | $14,867 | $30,437-51.2% | $56,033-73.5% | $74,459-80.0% |
| Participation rate | 24.4% | 32.9%-8.5pp | 52.5%-28.1pp | 67.2%-42.8pp |
| Annual return | 11.98% | 24.96%-13.0pp | 1711.38%-1699.4pp | 1369.70%-1357.7pp |
| Employer contribution / active EE | $323 | $610-47.0% | $1,041-69.0% | $2,626-87.7% |
| Participant deferral / active EE | $561 | $1,176-52.3% | $1,954-71.3% | $4,350-87.1% |
| Admin fee / account holder | $2,044 | $2,363-13.5% | $2,827-27.7% | $1,945+5.1% |