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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 | $30,385-51.1% | $56,054-73.5% | $74,400-80.0% |
| Participation rate | 24.4% | 32.9%-8.5pp | 52.5%-28.1pp | 67.2%-42.8pp |
| Annual return | 11.98% | 24.92%-12.9pp | 1705.95%-1694.0pp | 1367.51%-1355.5pp |
| Employer contribution / active EE | $323 | $609-46.9% | $1,039-68.9% | $2,624-87.7% |
| Participant deferral / active EE | $561 | $1,174-52.2% | $1,952-71.2% | $4,348-87.1% |
| Admin fee / account holder | $2,044 | $2,361-13.4% | $2,822-27.6% | $1,944+5.1% |